Product Guide. McAfee SaaS Endpoint Protection 5.2.0

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1 Product Guide McAfee SaaS Endpoint Protection 5.2.0

2 COPYRIGHT Copyright 2010 McAfee, Inc. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form or by any means without the written permission of McAfee, Inc., or its suppliers or affiliate companies. TRADEMARK ATTRIBUTIONS AVERT, EPO, EPOLICY ORCHESTRATOR, FOUNDSTONE, GROUPSHIELD, INTRUSHIELD, LINUXSHIELD, MAX (MCAFEE SECURITYALLIANCE EXCHANGE), MCAFEE, NETSHIELD, PORTALSHIELD, PREVENTSYS, SECURITYALLIANCE, SITEADVISOR, TOTAL PROTECTION, VIRUSSCAN, WEBSHIELD are registered trademarks or trademarks of McAfee, Inc. and/or its affiliates in the US and/or other countries. McAfee Red in connection with security is distinctive of McAfee brand products. All other registered and unregistered trademarks herein are the sole property of their respective owners. LICENSE INFORMATION License Agreement NOTICE TO ALL USERS: CAREFULLY READ THE APPROPRIATE LEGAL AGREEMENT CORRESPONDING TO THE LICENSE YOU PURCHASED, WHICH SETS FORTH THE GENERAL TERMS AND CONDITIONS FOR THE USE OF THE LICENSED SOFTWARE. IF YOU DO NOT KNOW WHICH TYPE OF LICENSE YOU HAVE ACQUIRED, PLEASE CONSULT THE SALES AND OTHER RELATED LICENSE GRANT OR PURCHASE ORDER DOCUMENTS THAT ACCOMPANY YOUR SOFTWARE PACKAGING OR THAT YOU HAVE RECEIVED SEPARATELY AS PART OF THE PURCHASE (AS A BOOKLET, A FILE ON THE PRODUCT CD, OR A FILE AVAILABLE ON THE WEBSITE FROM WHICH YOU DOWNLOADED THE SOFTWARE PACKAGE). IF YOU DO NOT AGREE TO ALL OF THE TERMS SET FORTH IN THE AGREEMENT, DO NOT INSTALL THE SOFTWARE. IF APPLICABLE, YOU MAY RETURN THE PRODUCT TO MCAFEE OR THE PLACE OF PURCHASE FOR A FULL REFUND. 2 McAfee SaaS Endpoint Protection Product Guide

3 Contents Preface 9 About this guide Audience Conventions Finding product documentation Introducing McAfee SaaS Endpoint Protection 11 How McAfee SaaS Endpoint Protection works Types of protection Core protection services Additional protection services Core product strengths New features for this release The role of the client software Updates to the client software Overview of update methods Simple updates through direct connections Updates using Rumor technology Updates through relay servers Management with the SecurityCenter Create user groups Customize policies Check reports Using the Client Software 27 How to access the client software About the icon About the console Types of client software updates Terminal server support Specifying when computers check for updates Updating client computers manually Disabling updates for non-logged on users Performing setup and maintenance tasks Testing virus protection Changing the language for the software Viewing information about the client software Logging on as a site administrator Configuring notifications Configuring what users see Uninstalling the client software Using the SecurityCenter 37 The SecurityCenter Logging on to the SecurityCenter McAfee SaaS Endpoint Protection Product Guide 3

4 Contents Accessing data on SecurityCenter pages Protection status at a glance Viewing protection at a glance Working with widgets Management of client computers Working with computers Working with an individual computer Identifying duplicate computers Identifying Microsoft product versions on computers Upgrading the client software Management of computer groups Working with groups Management of Active Directory groups Downloading the Active Directory synchronization utility Importing Active Directory groups Installing on Active Directory groups Synchronizing Active Directory groups Viewing the synchronization status Viewing the Active Directory tree in the SecurityCenter Management of group administrators Working with group administrators Management of security policies McAfee Default policy Working with policies Generation of security reports Scheduling reports Adding your logo to reports Management of your account Configuring your account profile Signing up for notifications Viewing and updating subscription information Buying and renewing subscriptions and licenses Locating or creating keys for your account Merging accounts Utilities Getting assistance Using the Virus and Spyware Protection Service 71 How detections are handled Spyware protection mode and detections Use learn mode to discover programs Types of scans On-access (automatic) scans On-demand scans scans Spyware scans Scanning on client computers Scanning on demand from the console Scanning on demand from Windows Explorer Scanning on client computers Viewing scheduled scans Enabling and disabling on-access scanning Configuring scanning policy options Scheduling a scan Enabling optional types of virus scans Excluding files and folders from virus scans McAfee SaaS Endpoint Protection Product Guide

5 Contents Selecting spyware scanning options Approving and unapproving programs in a policy Managing detections Viewing scan results on client computers Managing potentially unwanted program detections Managing quarantined files Viewing user-approved programs and applications Viewing threats detected on the account Viewing unrecognized programs detected on the account Viewing historical information about detections Reports for virus and spyware protection Best practices (virus and spyware protection) Using the Firewall Protection Service 91 Connection type and detections of incoming communications Custom connections Firewall protection mode and detections of unknown applications Use learn mode to discover Internet applications The role of IP addresses The role of system service ports Standard assignments for system service ports Configuration of the firewall protection service Interaction between user and administrator policy settings Configuring policy options Selecting general firewall settings Configuring options for Internet applications Tracking blocked communications Configuring custom connections Configuring system services and port assignments Configuring IP addresses Installing and enabling firewall protection at the policy level Installing firewall protection during policy updates Enabling and disabling firewall protection Managing detections Viewing unrecognized programs detected on the account Viewing user-approved programs and applications Viewing blocked communications Reports for the firewall protection service Best practices (firewall protection) Using the Browser Protection Service and Web Filtering 109 Browser protection features How safety ratings are compiled Safety icons and balloons protect during searches Using site safety balloons Testing communication problems SiteAdvisor menu protects while browsing Using the SiteAdvisor menu Safety reports provide details Viewing safety reports Information that browser protection sends to McAfee Installing browser protection during policy updates Web filtering features Enabling and disabling browser protection via policy Enabling and disabling browser protection at the client computer Block and warn sites by safety ratings McAfee SaaS Endpoint Protection Product Guide 5

6 Contents Blocking or warning site access based on safety ratings Blocking or warning file downloads based on safety ratings Blocking phishing pages Block and warn sites by content Blocking or warning site access based on content Authorize and prohibit sites by URL or domain How site patterns work Adding authorized and prohibited sites Customizing messages for users Viewing browsing activity Web Filtering report Best practices (browser protection) Using the SaaS Protection Service 127 Core SaaS protection features Additional SaaS protection services The SaaS protection widget and portal Account activation and setup Activating and setting up your account Accessing the SaaS and web protection portal Configuring policy settings for the SaaS protection service Checking quarantined messages Reading encrypted messages Reports and statistics for SaaS protection Viewing activity for the week Viewing reports Getting more information Using the Saas Web Protection Service 137 SaaS web protection features Multiple layers of protection against web-based threats The SaaS web protection widget and portal Account activation and setup Activating and setting up your account Accessing the SaaS and web protection portal Configuring policy settings for SaaS web protection Reports for SaaS web protection Viewing reports Getting more information Using the Server Protection Service 143 server protection features The installation and setup process Installing server protection The server protection widget and management console Managing the server protection service Checking notifications and action items Viewing detection and status information Accessing the management console on the server Where to find more information Using the SaaS Vulnerability Scanning Service 151 Vulnerability scanning features Certification programs The SaaS vulnerability scanning widget and portal Accessing the SaaS vulnerability scanning portal McAfee SaaS Endpoint Protection Product Guide

7 Contents Overview of scanning process Overview of the certification process Types of devices to scan Types of scans Managing scan devices Discovering IP addresses in a domain Discovering IP addresses in a network Adding devices to scan Configuring devices to accept scans Creating device groups Changing device groups Deleting devices Performing scans Starting a scan Scheduling scans for devices How detections are reported Viewing scan results Viewing results for audit scans Viewing results for DNS discovery on domains Viewing results for network discovery scans Troubleshooting 169 Frequently asked questions Error messages Index 177 McAfee SaaS Endpoint Protection Product Guide 7

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9 Preface This guide provides the information you need to configure, use, and maintain your McAfee product. Contents About this guide Finding product documentation About this guide This information describes the guide's target audience, the typographical conventions and icons used in this guide, and how the guide is organized. Audience McAfee documentation is carefully researched and written for the target audience. The information in this guide is intended primarily for: Administrators People who implement and enforce the company's security program. Conventions This guide uses the following typographical conventions and icons. Book title or Emphasis Title of a book, chapter, or topic; introduction of a new term; emphasis. Bold User input or Path Code Text that is strongly emphasized. Commands and other text that the user types; the path of a folder or program. A code sample. User interface Hypertext blue Words in the user interface including options, menus, buttons, and dialog boxes. A live link to a topic or to a website. Note: Additional information, like an alternate method of accessing an option. Tip: Suggestions and recommendations. Important/Caution: Valuable advice to protect your computer system, software installation, network, business, or data. Warning: Critical advice to prevent bodily harm when using a hardware product. McAfee SaaS Endpoint Protection Product Guide 9

10 Preface Finding product documentation Finding product documentation McAfee provides the information you need during each phase of product implementation, from installation to daily use and troubleshooting. After a product is released, information about the product is entered into the McAfee online KnowledgeBase. 1 Go to the McAfee Technical Support ServicePortal at 2 Under Self Service, access the type of information you need: To access... User documentation Do this... 1 Click Product Documentation. 2 Select a Product, then select a Version. 3 Select a product document. KnowledgeBase Click Search the KnowledgeBase for answers to your product questions. Click Browse the KnowledgeBase for articles listed by product and version. 10 McAfee SaaS Endpoint Protection Product Guide

11 1 1 Introducing McAfee SaaS Endpoint Protection McAfee SaaS Endpoint Protection provides a "hands-off" solution to safeguard the computers on your network automatically by keeping itself up-to-date and checking for threats contained in files and programs, in messages, in communications from inside and outside the network, and on websites. When you purchase a subscription to McAfee SaaS Endpoint Protection, an account is created for you, and you become the account administrator (referred to as the site administrator). When you install the McAfee SaaS Endpoint Protection client software on computers, they are added to your account. A weekly alerts you to any problems detected for computers on your account. In some organizations, another person, such as a purchasing department representative, purchases the subscription and then designates you to be the site administrator. For a more "hands-on" approach, use the SecurityCenter to view and manage computers and detections on your network. Your service provider sends you a unique URL and login credentials for your account, which you can use to access the SecurityCenter. This is a pre-configured website that provides a simple-to-use management console for monitoring the protection status of computers on your account. Use the SecurityCenter to view reports on detections and activities and to configure security settings that address the specific needs of your account. This section provides an overview of the product and its features. Contents How McAfee SaaS Endpoint Protection works Types of protection Core protection services Additional protection services Core product strengths New features for this release The role of the client software Updates to the client software Management with the SecurityCenter McAfee SaaS Endpoint Protection Product Guide 11

12 1 Introducing McAfee SaaS Endpoint Protection How McAfee SaaS Endpoint Protection works How McAfee SaaS Endpoint Protection works McAfee SaaS Endpoint Protection delivers comprehensive security as a service for all the computers on your account. It automatically checks for threats, intercepts them, takes the appropriate action to keep your data and your network safe, and tracks detections and security status for reports. 1 Client software runs on each computer where it is installed. 2 The client software updates itself automatically and silently by downloading the latest detection definition (DAT) files from your account s administrative website, the SecurityCenter. DAT files define the threats that the client software detects. 3 The client software uploads security information about each computer to the SecurityCenter for use in administrative reports. 4 As your account s administrator, you can use a web browser to visit the SecurityCenter, where you can access reports that detail the status of client computers and use tools for customizing and managing security. 12 McAfee SaaS Endpoint Protection Product Guide

13 Introducing McAfee SaaS Endpoint Protection Types of protection 1 Types of protection McAfee SaaS Endpoint Protection uses three basic methodologies for protection services. All are managed through the SecurityCenter administrative website. Client-based protection services are installed on client computers. They check for threats, download updates that add protection against the latest types of threats, and send status information to the SecurityCenter. Server-based protection services are installed on a server, such as an server. Threats are detected at the server, rather than on client computers, and reported to the SecurityCenter. SaaS protection services reside "in the clouds." Incoming and outgoing content is routed through dedicated McAfee servers to check for threats, and the servers report data to the SecurityCenter. No associated software is installed on your network. Core protection services The core protection services in McAfee SaaS Endpoint Protection are client based. Service Virus and spyware protection Firewall protection Browser protection Description Checks for viruses, spyware, unwanted programs, and other potential threats borne on removable media or brought in from your network, including via . Every time a file on your computer is accessed, virus and spyware protection scans the file to make sure it is free of viruses and spyware. Establishes a barrier between each computer and the Internet or other computers on your local network. It silently monitors communications traffic for suspicious activity and takes appropriate action, such as blocking. Displays information to safeguard client computer users against web-based threats. Users can view website safety ratings and safety reports as they browse or search with Microsoft Internet Explorer or Mozilla Firefox. Additional protection services Some versions of McAfee SaaS Endpoint Protection include additional protection services. Feature Description Client-based Web filtering Works within the browser protection service to expand the policy and reporting options available. Enables administrators to control access to websites based on their safety rating or category of content. Based on McAfee SiteAdvisor Enterprise Plus. Web-based McAfee SaaS Endpoint Protection Product Guide 13

14 1 Introducing McAfee SaaS Endpoint Protection Core product strengths Feature SaaS protection (includes NEW module) Description Protects against threats by scanning messages before they reach your network. Blocks or quarantines detections of directory harvest attacks, spam, phishing scams, viruses, and other -borne threats in messages and attachments. Based on McAfee SaaS Protection and can be enhanced with these additional services: McAfee SaaS Archiving Stores messages in a centralized, secure location. McAfee SaaS Protection & Continuity Enables web-based access during outages. SaaS Intelligent Routing Routes filtered to distributed systems. SaaS Encryption (NEW) Encrypts the content of outgoing messages, then requires account credentials to retrieve them. If you have subscribed to protection previously, your account will be migrated to SaaS protection. McAfee will notify you when this occurs and provide instructions for setting up the new account. SaaS vulnerability scanning (includes NEW services) Analyzes your domains and IP addresses, then reports vulnerability detections and recommends steps for correcting them. Based on McAfee SECURE and can be enhanced with these additional services: PCI Certification (NEW) Ensures that your websites always comply with the Payment Card Industry Data Security Standard (PCI DSS ) by providing the tools needed to complete the PCI certification process, remain in compliance, and create quarterly validation reports. Trustmark module (NEW) Adds the McAfee SECURE Trustmark to your website as proof that it meets the rigorous certification requirements for compliance with the McAfee SECURE data security standard. server protection Provides comprehensive virus and spam protection for the and other content entering and leaving your environment. Proactive anti-virus scanning and an automatic outbreak manager prevent malicious code from disrupting the system, while advanced content filtering allows administrators to set up rules for inappropriate content, sensitive information, and adding disclaimers to messages. McAfee Security Service for Exchange protects your Microsoft Exchange Server 2003/2007 environment and includes McAfee Anti-Spam for Mail Servers. Documentation is bundled with the downloaded software. McAfee GroupShield for Lotus Domino protects your Lotus Domino Windows edition version 6.0.2/7.0.2/8.0 environment and includes Anti-Spam for Mail Servers. Documentation is available on the CD or in the downloadable installer accessible from the McAfee download center. Core product strengths McAfee SaaS Endpoint Protection safeguards your computers with a robust set of core features. Continuous protection From the time a client computer is turned on until it is turned off, McAfee SaaS Endpoint Protection silently monitors all file input and output, downloads, program executions, inbound and outbound communications, and other system-related activities. Instant discovery for virus threats When McAfee SaaS Endpoint Protection detects a virus threat, it attempts to clean the item containing the threat before further damage can occur. If an item cannot be cleaned, a copy of it is placed in a quarantine folder and the original item is deleted. 14 McAfee SaaS Endpoint Protection Product Guide

15 Introducing McAfee SaaS Endpoint Protection New features for this release 1 Customized threat response for program detections By default, McAfee SaaS Endpoint Protection provides a high degree of protection against threats. You can also configure the response to detections of potentially unwanted programs and suspicious activity to suit your needs: take immediate action to clean, quarantine, or block the detection; prompt users for a response; or only log the detection for administrative reports. Preemptive safety notifications for web-based threats Threats reported on websites are communicated to users through color-coded icons and safety reports, enabling them to minimize exposure to dangerous websites. Automatic updates McAfee SaaS Endpoint Protection checks for product updates at regular intervals throughout the day, comparing security components against the latest releases. When a computer needs a newer version, the client software retrieves it automatically. Early Warning system and outbreak response McAfee SaaS Endpoint Protection uses the latest information about threats and outbreaks as soon as they are discovered by McAfee Labs, a research division of McAfee. Whenever McAfee Labs releases an outbreak detection definition (DAT) file, computers on your account receive it promptly. New features for this release This release of McAfee SaaS Endpoint Protection includes these new features. Core features All versions of McAfee SaaS Endpoint Protection include these new features to facilitate account management. Now you can do this... Import the Active Directory organizational unit (OU) structure into the SecurityCenter, then install the client software, assign policies, and view reports based on the imported groups of computers. Details Administrators who use Active Directory to define group hierarchies in their networks can also: Download and run a synchronization utility to import Active Directory information from your network to the SecurityCenter. "Push" the client software to computers in the Active Directory tree by using the Push Install utility. Schedule the synchronization utility to run at regular intervals to keep the Active Directory information up-to-date in the SecurityCenter. Select either a flat list view or a tree view of groups created in the SecurityCenter and Active Directory groups. A tree view icon appears to the right of the Groups filter, and icons for flat list and tree views appear at the top of listings. Schedule a date and time for some or all computers to be upgraded to a new version of the product. This allows administrators to: Select a time when the upgrade would be least disruptive to computer users. Test a new version of the product on a small number of computers before deploying it company-wide. McAfee SaaS Endpoint Protection Product Guide 15

16 1 Introducing McAfee SaaS Endpoint Protection New features for this release Now you can do this... Use a variety of web browsers. Reduce the number of steps required for installing the client software. Increase protection and ease-of-use with new virus and spyware protection features. Install the firewall protection service more easily and increase the level of protection. Details Access the SecurityCenter and perform a URL or push installation with these browsers: Microsoft Internet Explorer (versions 6, 7, and 8) Mozilla Firefox (versions 2.0, 3.0, and 3.5) Google Chrome (version 4.1) Apple Safari for Windows (version 4.0) All methods for installing the client software include these new options: Assign a policy during installation. Perform a full scan on the client computer when installation is complete. The virus and spyware protection service includes these enhancements: Script scanning support for Firefox browser pages. Addition of identification information to alerts and reports. The IP address or name of the source machine is provided when an infection originates from a remote source. Addition of status information for the last client scan and client update tasks on the Computer Details page of the SecurityCenter. The firewall protection service includes these enhancements: No reboot is necessary after installing the firewall protection service (unless installing over an existing installation). Notification alert when the network connection changes. Additional types of protection Some versions of McAfee SaaS Endpoint Protection offer additional types of protection that extend coverage to other network assets. Now you can do this... Use encryption to secure the content of messages. Route browser requests through McAfee servers to scan for threats and inappropriate content. Details The SaaS encryption module lets users encrypt the content of outgoing messages. Requires account credentials to retrieve encrypted messages. Based on McAfee SaaS Encryption. Requires an active subscription to the SaaS protection service. The SaaS web protection service checks all websites that client computers attempt to access, then blocks those that violate standards defined in policy settings. Based on McAfee SaaS Web Protection. 16 McAfee SaaS Endpoint Protection Product Guide

17 Introducing McAfee SaaS Endpoint Protection The role of the client software 1 Now you can do this... Participate in the McAfee PCI Certification program. Add the McAfee SECURE Trustmark to your website as proof that it meets the rigorous certification requirements for compliance with themcafee SECURE data security standard. Details Ensures that websites always comply with the Payment Card Industry Data Security Standard (PCI DSS ) by providing the tools needed to complete the PCI certification process, remain in compliance, and create quarterly validation reports. Requires an active subscription for the SaaS vulnerability scanning service. Scans run automatically and results are displayed in SecurityCenter. The Trustmark is visible on a customer site as long as the site meets certification requirements; when vulnerabilities are detected, recommendations are given for resolving them. Requires an active subscription for the SaaS vulnerability scanning service. The role of the client software The McAfee SaaS Endpoint Protection software installed on client computers implements a three-prong approach to security It does this by: 1 Silently monitoring all file input and output, downloads, program executions, inbound and outbound communications, and other system-related activities on client computers. As a result of this monitoring, the client software automatically: Deletes or quarantines detected viruses. Removes potentially unwanted programs, such as spyware or adware, unless you select a different response. Blocks suspicious activity unless you specify a different response. Indicates unsafe websites with a color-coded button or icon in the browser window or search results page. These indicators provide access to safety reports that detail site-specific threats. 2 Regularly updating detection definition (DAT) files and software components to ensure that you are always protected against the latest threats. 3 Uploading security information for each client computer to the SecurityCenter, then using this information to send s and create reports that keep you informed about your account s status. Updates to the client software Regular updates are the cornerstone of McAfee SaaS Endpoint Protection. The client software periodically checks a site on the Internet for newer versions of these software components. Regular DAT files, which contain the latest definitions for viruses, potentially unwanted programs, and cookies and registry keys that might indicate spyware. These are updated regularly to add protection against new threats. Outbreak DAT files, which are high-priority detection definition files released in an emergency situation in response to a specific new threat. McAfee SaaS Endpoint Protection Product Guide 17

18 1 Introducing McAfee SaaS Endpoint Protection Updates to the client software Software components running on client computers. Policy settings configured for your account. At the same time, the client software sends information about its detections and protection status, to update the security data maintained on the SecurityCenter website and used in administrative reports. Overview of update methods The client software uses several methods to check for and retrieve updates. Five minutes after a client computer connects to the network, and at regular intervals throughout the day, the client software checks for updates. If updates are available, the client computer retrieves them. In addition, users can check for updates manually at any time by clicking the product icon in the system tray, then selecting Update Now. Updates can occur in three ways. You can implement one method or a combination of methods, which enables you to control the impact updates have on network resources. 18 McAfee SaaS Endpoint Protection Product Guide

19 Introducing McAfee SaaS Endpoint Protection Updates to the client software 1 1 For simple updates, each client computer on your account has a direct connection to the Internet and checks for new updates. 2 Rumor technology enables all computers in a workgroup to share downloaded files, which controls Internet traffic and minimizes expensive downloads. 3 Internet Independent Updating (IIU) enables any computer on the network to get information from the update site, even if that computer does not have an Internet connection, by communicating with the update site through a network computer that is configured as a relay server. Simple updates through direct connections Each client computer that has a direct Internet connection can check for updates and download them from the update site on the Internet. This is the simplest method of retrieving updates. Updates using Rumor technology When one computer shares updates with other computers on the local area network (LAN), rather than requiring each computer to retrieve updates from the update website individually, the Internet traffic load on the network is reduced. This process of sharing updates is called Rumor. 1 Each client computer checks the version of the most recent catalog file on the Internet site. This catalog file contains information for every component in the client software, and is stored in a digitally signed, compressed.cab file format. If the version is the same as the catalog file on the client computer, the process stops here. If the version is different from the catalog file on the client computer, the client computer attempts to retrieve the latest catalog file from its peers. It queries if other computers on the LAN have already downloaded the new catalog file. 2 The client computer retrieves the required catalog file (directly from the Internet site or from one of its peers) and uses it to determine if new components are available. 3 If new components are available, the client computer attempts to retrieve them from its peers. It queries whether computers on the LAN have already downloaded the new components. If so, the client computer retrieves the update from a peer. (Digital signatures are checked to verify that the computer is valid.) If not, the client computer retrieves the update directly from the update site. 4 On the client computer, the catalog file is extracted and new components are installed. Updates through relay servers Internet Independent Updating (IIU) enables computers to update the client software when they are not connected to the Internet. At least one computer on the subnet must have an Internet connection to be able to communicate with the update site. That computer is configured to act as a relay server, and computers without an Internet connection use this computer to connect with the Internet and retrieve updates directly from the McAfee update site. 1 When a computer without Internet access fails to connect directly to the update site, it requests a response from a relay server on the LAN and uses that computer to communicate with the update site. 2 The computer without an Internet connection downloads updates directly from the update site through the relay server. McAfee SaaS Endpoint Protection Product Guide 19

20 1 Introducing McAfee SaaS Endpoint Protection Management with the SecurityCenter You can specify which computers function as relay servers when you install the client software or at a later time. See the installation guide for more information. Management with the SecurityCenter Your service provider sends you a unique URL and login credentials for your account, which you can use to log on to the SecurityCenter, a pre-configured, web-based management console for your account. From the SecurityCenter, you can access tools to monitor the status of computers on your account, view reports on detections and activities, and configure security settings that address the specific needs of your account. The Dashboard page is the "home page" of the SecurityCenter. It shows summary information for your account at-a-glance. 20 McAfee SaaS Endpoint Protection Product Guide

21 Introducing McAfee SaaS Endpoint Protection Management with the SecurityCenter 1 Alerts and action items Indicate whether any action is required to address security issues, and links you to instructions for resolving them. Product coverage and activity summaries Modular reports (known as widgets) illustrate the current status of your account. These include reports on protection coverage (such as computers where protection is installed and enabled) and activity (such as the number of detections, s, and website visits). The type, size, and placement of widgets can be customized. Subscription tracking Widgets are available to show subscription and licensing information for your account. Click a button to install protection, create a trial subscription, renew or purchase a subscription, or buy additional licenses. Links to related portals Some widgets contain a link to a portal used for managing non-client-based protection, such as SaaS protection and SaaS vulnerability scanning. The SecurityCenter offers two powerful tools for protecting and monitoring displaying your computers and fine-tuning their security settings. User groups Create groups for computers that have one or more common characteristics. This enables you to view and manage them as a single entity when needed. Customized policies Select settings for protection features, save them in a policy, and assign the policy to computers or groups of computers. This enables you to configure settings targeted specifically for each computer's environment and risk factors. From the SecurityCenter, access important information and additional management tools. Installation wizard and links to remote installation methods. Detailed identification, activity, and detection data for the groups and computers on your account. Administrative reports. Policy configuration tools. Account configuration data, reference information, subscription status, and tools for managing your accounts and subscriptions. Helpful utilities. Product documentation and links to product support and demos. Create user groups A group consists of one or more computers that share a particular feature. They are used to help you manage computers more easily. Each computer running the client software belongs to a group. You can place a computer in a group in several ways. Specify a group during installation. Move a computer into a group on the Computers page of the SecurityCenter. Import groups and computers from your network Active Directory structure, then synchronize modifications made to the Active Directory structure with the SecurityCenter as needed. By default, computers are placed in the Default Group. To create a new group, use the Computers page of the SecurityCenter. McAfee SaaS Endpoint Protection Product Guide 21

22 1 Introducing McAfee SaaS Endpoint Protection Management with the SecurityCenter How to use groups Groups let you manage computers collectively rather than individually. If there aren't many computers on your account, you probably don't need to create groups. You should create groups only if they help you manage your computers more easily. In large accounts, groups are an essential tool for managing computers. You can view all the computers in a group, view detections and reports for the group, and assign security settings (called policies) to a group as a single entity. You can base groups on geographic location, department, computer type, user tasks, or anything meaningful to your organization. For example, you might place all laptops used by traveling sales representatives into a single group called Sales Team. You can then view details about this group of computers separately from other computers in your account. You can easily check detections for these computers or customize their security settings to protect them from the risks specific to users of public networks. The following example shows how an administrator might configure policies for client computers in three different groups. You should configure policies for your users to meet your own company s needs. Policy setting On-Demand Scan Weekly Daily Daily Enable outbreak response Enabled Enabled Enabled Scan within archives during on-access scans No Enabled Enabled Check for updates every 12 hours 4 hours 4 hours Spyware Protection Mode Prompt Protect Prompt Approved Programs None None Nmap remote admin tool Firewall Protection Mode Protect Protect Prompt Use Smart Recommendations to automatically approve common Internet applications Enabled No Enabled Connection Type Trusted network Untrusted network Trusted network Allowed Internet Applications AOL Instant Messenger None AOL Instant Messenger GoogleTalk Access to Sites, Access to Downloads (Web Filtering) Red Block Yellow Warn Red Block Yellow Block Red Warn Yellow Allow Unrated Warn Unrated Warn Unrated Allow Block phishing pages (Web Filtering) Enabled Enabled Enabled 22 McAfee SaaS Endpoint Protection Product Guide

23 Introducing McAfee SaaS Endpoint Protection Management with the SecurityCenter 1 Customize policies A policy is a collection of security settings that define how the product features operate. A policy is assigned to each computer when it is added to your account. Policies allow you to assign different levels and types of protection to different users. Although policies are assigned to computers, it is common practice to assign the same policy to all the computers in a group. The McAfee Default policy is preconfigured in the SecurityCenter. You cannot modify it, but you can create other policies on the Policies page of the SecurityCenter. You can assign a policy to a computer in two ways. Specify a policy during installation. Assign a different policy on the Computers page of the SecurityCenter. If you do not specify a different policy during installation, the default policy for your account is assigned. This is the McAfee Default policy, unless you have selected a different policy as the default for your account. How to use policies If there aren't many computers on your account, you probably don't need to create multiple policies. You should create policies only if they help you manage your computers more easily. If computers on your account are used in different circumstances or for different purposes, creating different policies for them lets you change the way some settings are configured for them. For example, you can assign a Sales policy to your mobile Sales Team group, with security settings that protect against threats in unsecured networks such as airports and hotels. McAfee SaaS Endpoint Protection Product Guide 23

24 1 Introducing McAfee SaaS Endpoint Protection Management with the SecurityCenter 1 Create a Sales Team group and a Sales policy. 2 Assign the Sales policy to the computers in the Sales Team group. 3 Client software running on computers in the Sales Team group performs the tasks defined in the Sales policy: Check for updates to software components and DAT files every 4 hours. Check for an outbreak DAT file every hour. Scan for viruses and potentially unwanted programs daily. Block communication from computers on the local network (untrusted network). 4 Client software sends security data for each client computer to the SecurityCenter. 5 Administrator checks the security status for the Sales Team group in reports on the SecurityCenter. 6 The administrator adjusts the Sales policy. The modified policy is downloaded automatically to client computers in the Sales Team group the next time they check for updates. 24 McAfee SaaS Endpoint Protection Product Guide

25 Introducing McAfee SaaS Endpoint Protection Management with the SecurityCenter 1 Check reports Whenever client computers check for updates, they upload information about their security status to the SecurityCenter. This information includes the number and type of detections, the functional status of the client software, and any applications or communications that were approved by users or blocked. The method used to upload information is the same method used to retrieve updates (i.e., through a direct connection, Rumor technology, or a relay server). A summary of this information is sent to you in a weekly status (unless you or your service provider has disabled this feature). You can also retrieve detailed information in reports available on the SecurityCenter. Reports show the types of detections and activities occurring for computers on your account. Use them to evaluate the current policy options for your account and adjust them as needed. You can also schedule these reports to run at regular intervals and be delivered to you or other specified persons as an attachment. McAfee SaaS Endpoint Protection Product Guide 25

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27 2 2 Using the Client Software McAfee SaaS Endpoint Protection client software is installed on each computer you want to protect. When installation is complete, the computer is added to your McAfee SaaS Endpoint Protection account automatically. The software then runs in the background to download updates to the computer, protect the computer from threats, and send detection data to the McAfee SecurityCenter for use in administrative reports. Typically, users have little interaction with the client software unless they want to manually scan for threats. User tasks are documented in the online user help on client computers. As an administrator, you can use the SecurityCenter website to configure settings and monitor detections for the client computers on your account. Occasionally, you might work directly on a client computer by using the tasks described in this section. Contents How to access the client software Types of client software updates Performing setup and maintenance tasks How to access the client software McAfee SaaS Endpoint Protection has two visual components for interacting with the client software. An icon that appears in the Windows system tray. A console that displays the current protection status and provides access to features. The site administrator determines which components appear by configuring policy options and assigning them to client computers. The options are: Icon only, which allows access to only the menu options. They can view the status of the software (for example, when downloads are occurring) and perform manual updates. Icon and protection status summary, which allows access to a limited set of features. Icon and full console, which allows access to all features. This is the default setting. McAfee SaaS Endpoint Protection Product Guide 27

28 2 Using the Client Software How to access the client software Configure these policy options on the Policies page of the SecurityCenter, under Client Settings. About the icon The product icon appears in the Windows system tray. It provides access to the product's console and to some of the basic tasks performed on client computers. Use the icon to: Check for product updates. Display online help. Open the console, to check the protection status and access features. (Available if the administrator configures this option for the computer.) Activate the copy of the software. Renew the subscription or buy more licenses. Log on as the site administrator. (Requires site administrator credentials.) 28 McAfee SaaS Endpoint Protection Product Guide

29 Using the Client Software Types of client software updates 2 How the icon indicates the status of the client software The appearance of the icon changes to indicate the status of the client software. Hold the cursor over the icon to display a message describing the current condition. This icon......indicates: The product is active and there are no issues to be aware of. An update is in progress. Do not interrupt the Internet or LAN connection; do not log off the computer. One of these conditions exists: The subscription for the product is expired. Renew it or contact the administrator. The pre-installed or trial subscription is not activated. The firewall protection service is disabled. The last update failed to complete. Check the Internet or LAN connection and perform a manual update (click the icon, then select Update Now). On-access scanning is disabled. About the console Check the protection status and access the features of the client software through the console. To display the console, use one of these methods: Double-click the product icon in the system tray. Click the icon, then select Open Console. Click Start Programs McAfee Managed Services McAfee Security-as-a-Service. The basic console displays the status of the protection features installed on the computer. Detected risks are highlighted in red. Click Fix to resolve the risk. To access product features and perform tasks, click Action Menu, then select from the options: Product Details Display the full console with links to features and tasks. View Help Display online help. Scan Computer Select a scan target and begin scanning for threats. Set Connection Type Specify the type of network the computer connects to. This determines which communications firewall protection allows to access the computer. View Application List Specify applications that are allowed to access the Internet or blocked. The client features that can be accessed are determined by policy options assigned to the computer. Types of client software updates Regular updates enable McAfee SaaS Endpoint Protection to ensure client computers are always protected from the latest threats. To perform updates, the client software connects directly to a site on the Internet and checks for: McAfee SaaS Endpoint Protection Product Guide 29

30 2 Using the Client Software Types of client software updates Updates to the detection definition (DAT) files used to detect threats. DAT files contain definitions for threats such as viruses and spyware, and these definitions are updated as new threats are discovered. Upgrades to software components. (To simplify product terminology, both updates and upgrades are referred to as updates.) Updates usually occur automatically in the background. Even computers without Internet access can retrieve updates through relay servers. In addition, users can perform on-demand (manual) updates at any time, and you can configure optional policy settings for updating tasks. Client software is updated in these ways. Type of update Automatic updates Description The software on each client computer automatically connects to the Internet directly or through a relay server and checks for updated components. McAfee SaaS Endpoint Protection checks for updates five minutes after a user logs on and at regular intervals thereafter. By default, computers check for new updates every 12 hours. You can change this interval by configuring a policy setting. Automatic updates do not occur: On computers where a CHAP or NTML proxy is set up in Microsoft Internet Explorer. When no user is logged on to a computer without an Internet connection that receives updates using a relay server. Pre-installed and CD-based versions of McAfee SaaS Endpoint Protection need to be activated before automatic updates occur. See the online user help for more information. Manual updates At times, users might want to check for updates manually. For example, when a computer appears to be out-of-date in your administrative reports, users might need to update manually as part of the troubleshooting process. 30 McAfee SaaS Endpoint Protection Product Guide

31 Using the Client Software Types of client software updates 2 Type of update Outbreak updates Description When an outbreak is identified by McAfee Labs, they issue an outbreak DAT, which is a special detection definition (DAT) file marked as Medium or High importance. It is specially encoded to inform the first computer receiving it to share the update immediately with other client computers on the network. In rare cases, McAfee might send an EXTRA.DAT file with instructions for manually installing it. For maximum protection, configure your policies to check for an outbreak DAT file every hour. This feature is enabled by default. Updates when no user is logged on In most scenarios, McAfee SaaS Endpoint Protection supports terminal servers and the Windows fast user switching feature. When an update occurs, one session is designated as the primary update session. A pseudo user is defined, which enables automatic updates to occur on computers where no user is logged on. For certain configurations, automatic updates cannot occur. McAfee SaaS Endpoint Protection cannot create the pseudo user when: The computer is a domain controller. Local security policies, including password restrictions, prevent the user s creation. The computer receives updates through a relay server and no one is logged on. When the pseudo user cannot be created, automatic updates do not occur. The pseudo user also cannot update if the computer is behind an authenticating proxy server or on computers where a CHAP or NTML proxy is set up in Internet Explorer. Terminal server support McAfee SaaS Endpoint Protection supports updates for terminal servers and the Windows fast user switching feature. These updates are supported in most scenarios, with these limitations: When an update occurs on a terminal server, one session is designated as the primary update session for restrictions that apply to automatic updates. For all user sessions, the product icon is removed from the system tray during the installation or update. The icon is restarted only for the user logged on to the primary update session. All user sessions are protected, and other users can manually redisplay their icons by clicking Start Programs McAfee Managed Services McAfee Security-as-a-Service. Detection notifications are not displayed on the desktop of all computer users if the fast user switching feature is enabled. Specifying when computers check for updates Use this task to select how often client computers check for updates to software components and DAT files. By default, they check every 12 hours. For virus and spyware scans to detect all the latest threats, the detection definition (DAT) files must be kept up-to-date. DAT files are updated by McAfee Labs whenever new threats are discovered. McAfee SaaS Endpoint Protection Product Guide 31

32 2 Using the Client Software Performing setup and maintenance tasks For option definitions, click? in the interface. 1 In the SecurityCenter, click the Policies tab, then click Add Policy (or click Edit to modify an existing policy). 2 Click Client Settings. 3 On the Client Settings tab, under Update Settings, select a frequency from the Check for updates every list. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Updating client computers manually Use this task to check for and download updates to detection definition (DAT) files and software components on client computers. Manual updates are also called on-demand updates. Click the product icon in the system tray, then select Update Now. A panel shows the progress of the update. When the update is completed, the panel displays the date of the last update and a list of files that were downloaded. The panel closes automatically after the update is completed. Disabling updates for non-logged on users Use this task to prevent failed automatic updates from being reported as errors when requirements cannot be met for updating computers where no user is logged on. For option definitions, click? in the interface. 1 In the SecurityCenter, click the Policies tab, then click Add Policy (or click Edit to modify an existing policy). 2 Click Client Settings. 3 On the Client Settings tab, under Update Settings, deselect Update client computers where users are not logged on. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Performing setup and maintenance tasks Use these tasks to set up and monitor the general features of the McAfee SaaS Endpoint Protection client software. See the online help on the client computer for more information about performing tasks with the client software. 32 McAfee SaaS Endpoint Protection Product Guide

33 Using the Client Software Performing setup and maintenance tasks 2 s Testing virus protection on page 33 Use this task to test the virus-detection feature of the virus and spyware protection service by downloading the EICAR Standard AntiVirus Test File at the client computer Changing the language for the software on page 33 Use this task at the client computer to change the language at any time. Viewing information about the client software on page 34 Use this task to check general information for the client software. Logging on as a site administrator on page 34 Use this task to log in to a client computer as a site administrator, which makes the full console and some additional tasks available. Configuring notifications on page 35 Use this task to specify whether notifications display on client computers to let users know that support is ending for their operating system. Configuring what users see on page 35 Use this task to select which components of the client software are displayed on client computers. Uninstalling the client software on page 35 Use this task at a client computer to remove the client software. Testing virus protection Use this task to test the virus-detection feature of the virus and spyware protection service by downloading the EICAR Standard AntiVirus Test File at the client computer Although it is designed to be detected as a virus, the EICAR test file is not a virus. 1 Download the EICAR file from the following location: If installed properly, the virus and spyware protection service interrupts the download and displays a threat detection dialog box. 2 Click OK, then select Cancel. If installed incorrectly, the virus and spyware protection service does not detect the virus or interrupt the download process. In this case, use Windows Explorer to delete the EICAR test file from the client computer, then reinstall McAfee SaaS Endpoint Protection and test the new installation. Changing the language for the software Use this task at the client computer to change the language at any time. By default, the client software uses the address that was submitted when the client software was purchased or activated to determine the language. (If that language is not supported on the computer, the one most closely matching is used.) 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, select Product Details. 3 In the SecurityCenter Communication area, click Select Console Language. McAfee SaaS Endpoint Protection Product Guide 33

34 2 Using the Client Software Performing setup and maintenance tasks 4 Select Use the specified custom language, then select a language from the drop-down list. 5 Close the console, then re-open it (by repeating step 1). The console appears in the selected language. Viewing information about the client software Use this task to check general information for the client software. This information might also be required by product support for troubleshooting. 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, select Product Details. 3 Under SecurityCenter Communication, check the details listed. Detail Product version Last update check Description The version of the client software. The last date when the computer checked for updated files. 4 View information about each protection service in its section of the console. 5 Click Back to return to the console. Logging on as a site administrator Use this task to log in to a client computer as a site administrator, which makes the full console and some additional tasks available. Viewing the status of scheduled scans that are in progress Disabling and enabling on-access scanning Synchronizing Active Directory information 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, click Product Details. 3 From the SecurityCenter Communications section, select Admin Login. 4 Type your login credentials for the SecurityCenter, which were sent to you in a Welcome when you purchased McAfee SaaS Endpoint Protection. address The address used to sign up for McAfee SaaS Endpoint Protection. Password In most cases, the password you created when signing up. 5 Click Submit. Options for performing administrative tasks appear in the console. See also Viewing scheduled scans on page 78 Enabling and disabling on-access scanning on page 79 Synchronizing Active Directory groups on page McAfee SaaS Endpoint Protection Product Guide

35 Using the Client Software Performing setup and maintenance tasks 2 Configuring notifications Use this task to specify whether notifications display on client computers to let users know that support is ending for their operating system. By default, the client software displays notifications: When upgrades to product components, such as the scanning engine, are scheduled to end or will end within 30 days. When updates to detection definition (DAT) files have ended or will end within 30 days. For option definitions, click? in the interface. 1 In the SecurityCenter, click the Policies tab, then click Add Policy (or click Edit to modify an existing policy). 2 Click Client Settings. 3 On the Client Settings tab, under Display Settings, select or deselect Display support notifications. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Configuring what users see Use this task to select which components of the client software are displayed on client computers. For option definitions, click? in the interface. 1 In the SecurityCenter, click the Policies tab, then click Add Policy (or click Edit to modify an existing policy). 2 Click Client Settings. 3 On the Client Settings tab, under Display Settings, select an option for Console display on client computers. Show full console All client software options are displayed. Show status summary only The tray icon and menu are displayed, and users can open the console to display only the status of protection features on their computer. Show the icon only The tray icon is displayed, and the tray menu lists only the Update Now option. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Uninstalling the client software Use this task at a client computer to remove the client software. You might need to do this for testing purposes or before reinstalling the client software. (Note that some protection services, such as the SaaS protection services, do not include a client software component.) If you uninstall the client software, the computer is no longer protected. We recommend that you reinstall as soon as possible. McAfee SaaS Endpoint Protection Product Guide 35

36 2 Using the Client Software Performing setup and maintenance tasks 1 Close the Microsoft Outlook and Internet Explorer applications. 2 In the Windows Control Panel, open Add/Remove Programs or Programs and Features. 3 Select the protection services uninstall, then click Remove or Uninstall. McAfee Virus and Spyware Protection Service McAfee Firewall Protection Service McAfee Browser Protection Service On computers running the Windows firewall, the setting for the Windows firewall is automatically restored to the setting that was in effect before the client software was installed. If the Windows firewall was enabled then, it is re-enabled automatically now. 36 McAfee SaaS Endpoint Protection Product Guide

37 3 Using the SecurityCenter Use the McAfee SecurityCenter administrative website to centrally manage all the client computers and protection information for your account. After installing the software on client computers, you receive regular s that summarize the security status of all client computers on your account, and notify you of actions required to address vulnerabilities. Status s contain a link to the SecurityCenter, where you can view detailed reports and instructions for resolving problems. McAfee SaaS Endpoint Protection is designed to protect your computers automatically with little or no hands-on management. In small organizations, status s might be all that is needed to assure you that your computers are safe. If you manage a large account or want more proactive, hands-on involvement, you can take advantage of the management console available on the SecurityCenter. Contents The SecurityCenter Protection status at a glance Management of client computers Management of computer groups Management of Active Directory groups Management of group administrators Management of security policies Generation of security reports Management of your account Utilities Getting assistance The SecurityCenter The SecurityCenter offers a management console for monitoring the protection status of computers on your account and assessing their security needs. Administrative features are divided among eight pages: Dashboard My Account Computers Utilities McAfee SaaS Endpoint Protection Product Guide 37

38 3 Using the SecurityCenter The SecurityCenter Reports Help Policies Feedback Logging on to the SecurityCenter Use this task to log on to the SecurityCenter and access administrative features. 1 Paste or type the URL into your browser. 2 Type your login credentials. address The address that you used to sign up for McAfee SaaS Endpoint Protection. Password In most cases, the password that you created when signing up. If you have forgotten your password, click the link and it will be ed to you at the login address. 3 Click Log On. 38 McAfee SaaS Endpoint Protection Product Guide

39 Using the SecurityCenter The SecurityCenter 3 Accessing data on SecurityCenter pages Each SecurityCenter page includes features for displaying the exact data you need and using it efficiently. When you want to... Send the current page as an attachment or scheduled report Print the current page Save the current page as a file Do this... Click the icon (located along the upper-right margin of the page) to open the Scheduled Reports page, which contains a blank message to fill out and delivery options. You can configure the message to be sent immediately or at regular intervals, then click Save. (You must have a local application installed to use this feature.) Click the print icon (located along the upper-right margin of the page) to open the page in a separate browser window, then select Send to Printer to open the Windows Print dialog box. Click the save icon (located along the upper-right margin of the page), then select the file format: Microsoft Excel Microsoft Word Adobe PDF Comma-separated text Display context-sensitive help Navigate in multiple-page listings Select computers to manage Check your action items and alerts Click the help (? ) icon (located along the upper-right margin of the page) to display help for the current page, with links to related topics. Click the number of entries to display, or select a page number from the Go to page drop-down list. Select the checkbox for individual computers, or select the checkbox in the heading to select all computers. Problems that require your attention appear in red. The method for resolving them varies depending on the page. In an action item, click the button at the end of the text to display instructions for resolving the problem. In a computer listing, click the name of the computer to display details about it, then click the action item. Display details about a computer Click a computer name in a listing. McAfee SaaS Endpoint Protection Product Guide 39

40 3 Using the SecurityCenter Protection status at a glance When you want to... Send to a computer Filter information on a page Do this... Click an address in the listing to open a blank, preaddressed message. (You must have a local application installed to use this feature.) At the top of a page, select the information to display (such as group name, period of time, or type of information). For greater flexibility in managing large accounts, select whether to display groups or individual computers. Sort information in listings Click a column heading to sort by that column. Click it again to switch the order in which it is displayed (ascending order or descending order). Protection status at a glance The Dashboard page is your home page on the SecurityCenter website. It provides a graphical overview of your coverage, with instant access to summary information about the computers and subscriptions in your account. Access the Dashboard page at any time by clicking the Dashboard tab. Install additional protection. View and resolve action items. View protection coverage and activity for all computers or specific groups with interactive reports (known as widgets) containing clickable charts and links. Check and update your subscriptions and licenses. 40 McAfee SaaS Endpoint Protection Product Guide

41 Using the SecurityCenter Protection status at a glance 3 Select, resize, and reposition the widgets that appear on the page. Access associated management portals or dashboards by clicking a link (available only when your account includes SaaS protection services or server protection). McAfee SaaS Endpoint Protection Product Guide 41

42 3 Using the SecurityCenter Protection status at a glance Viewing protection at a glance Use this task to view details about your account and protection coverage, resolve action items, and update protection. 1 Click the Dashboard tab. 2 Select the group for which you want to display information. (Optional) 3 Do any of the following: To... View instructions to resolve an action item Install additional protection Add clickable charts and graphs (widgets) to the page Redisplay the default page configuration View details about protection coverage Do this... Click the button at the end of the text. Action items are security issues that need your immediate attention. Click Install Protection to open a wizard that guides you through the steps for installing protection on new or existing computers. Click Add Widget, select a chart or graph, then click Add to Dashboard. Click Restore Defaults. In a widget, click a color in the pie chart that shows the status of client computers in your account. Red Out-of-date or unprotected systems. Green Up-to-date or protected systems. Gray Computers where protection is not installed. Update protection Create trial subscriptions Customize the appearance of the page In the Subscription Summary widget, click Buy, Buy More, or Renew, then follow the instructions on the Product Purchase page. Click the Try link in the Subscription Summary widget, or in a widget for a type of protection not included in your account. To remove a widget, click its close box (in the upper-right corner). To reposition a widget, click its title bar and drag it to a new location. To resize a widget, click its border and drag to a new size. To the information in the widget, click the icon (in the upper-right corner). You can also schedule it to be sent as an attachment at regular intervals. Working with widgets Use this task to view, manage, and access information in widgets. Widgets are small, interactive reports that appear on the Dashboard page of the SecurityCenter. They provide summary and overview information about your account's protection status, activity, and subscriptions. Some widgets provide links to associated portals or subscription-related tasks. 42 McAfee SaaS Endpoint Protection Product Guide

43 Using the SecurityCenter Management of client computers 3 You can add new widgets, remove widgets, and customize the way widgets appear. 1 Click the Dashboard tab. 2 Do any of the following: To... View details about protection coverage Do this... In a widget, click a color in the pie chart that shows the status of client computers in your account. Red Out-of-date or unprotected systems. Green Up-to-date or protected systems. Gray Computers where protection is not installed. View details about activity Buy or renew subscriptions and licenses Create trial subscriptions Open a protection portal in a separate browser window Remove a widget Reposition a widget Resize a widget the information in the widget Add widgets to the page In a widget, click links that display more information about reported activity, such as the computer names or the number of detections. Click links in the Subscription Summary widget. Click the Try link in the Subscription Summary widget, or click a link in a widget for a type of protection not included in your account. Click the Click here to configure link in a SaaS protection or vulnerability scanning widget. (Available only when your subscription includes these types of protection.) Click its close box (in the upper-right corner). Click its title bar and drag it to a new location. Click its border and drag to a new size. (Two sizes are available.) Click the icon (in the upper-right corner), then select delivery options to send it now or schedule it to be sent at regular intervals. (You must have a local application installed to use this feature.) Click Add Widget, locate the widget you want to display in the gallery, then click Add to Dashboard. Management of client computers The Computers page provides a centralized location for working with all the computers in your account. You can instantly view each computer s group and address, when it last connected to the network, whether its detection definition (DAT) file is current, the number of detections, and the number of Internet applications approved by its user. You can easily see which computers need your attention, display additional information, and perform necessary management tasks. McAfee SaaS Endpoint Protection Product Guide 43

44 3 Using the SecurityCenter Management of client computers On the SecurityCenter, click the Computers tab to display the Computers page, which lists all the computers or groups in your account or only the computers in a selected group. The Computers page lists up to 5000 computers. For larger accounts, we recommend organizing your computers into groups of no more than 100 computers to optimize SecurityCenter performance. From the Computers page you can click a computer name to display details of the individual computer on the Computer Details page. See also Management of security policies on page 56 Management of computer groups on page McAfee SaaS Endpoint Protection Product Guide

45 Using the SecurityCenter Management of client computers 3 Working with computers Use this task to manage client computers from the Computers page. 1 On the Computers page, select information filters to determine what you want to appear at the bottom of the page: Report period Specify the length of time for which to display information. View by Display individual computers or groups. Group Display only the computers in a group or display all computers. (Not available if you selected View Groups.) If your account includes Active Directory groups, an icon appears to the right of the list; click the icon to display a tree view, then select a group. Status Show all computers, out-of-date computers, computers with detections, or computers you have blocked from receiving updates. Policy Show all computers or only those assigned a particular policy. 2 Do any of the following: To... Find one or more computers Do this... Type the full or partial name of a computer in the Find Computers box and click Search. The computer search feature does not recognize wildcard characters, so type letters or numbers only. Site administrators can search the entire account; group administrators can search only the groups their site administrator has assigned to them. Add one or more computers View or edit details for a computer Add user-approved applications to one or more policies Click Install Protection to open the installation wizard, which guides you through the steps for installing protection on new or existing computers. Click a computer name to display the Computer Details page for that computer. 1 Click a quantity under User-Approved Applications. 2 In the User-Approved Applications List, click Allow, select the policies to add the approved applications to, then click Save. The User-Approved Applications List shows detected programs that users have approved to run on the computer. To prevent users from approving applications, configure policy options for Protect mode. Send to users about their computer's problems or tasks they need to perform Delete obsolete or duplicate computers from the listing Move computers into a group Click an address for a computer. Alternatively, select the checkbox for multiple computers in the list, then click the button. A blank preaddressed message appears. (You must have a local application installed to use this feature.) Select the checkbox for one or more computers in the list, then click Delete. Deleting a computer does not remove the client software. If you mistakenly delete a computer with enabled client software from the listing, it automatically reappears the next time its report data is uploaded; however, you can no longer view its historical detection data. Select the checkbox for one or more computers in the list, then select an existing group from the Move to Group list. McAfee SaaS Endpoint Protection Product Guide 45

46 3 Using the SecurityCenter Management of client computers To... Assign a policy to computers View detections for a computer Do this... Select the checkbox for one or more computers in the list, then select an existing policy from the Assign Policy list. Click a quantity under Detections to open the Detections List, then click a detection name to view detailed information from the McAfee Labs Threat Library. Working with an individual computer Use this task to manage an individual computer on the Computer Details page. This page displays information about the computer, its service components, and its detections. It lists the date and status for the last update and scan. 1 From a computer listing, such as the Computers page, click a computer name. 2 On the Computer Details page, do any of the following: To... Update the address Move the computer to a new group Assign a new policy Install protection on an unprotected computer Display instructions for resolving an action item Display details about detections Add user-approved applications to one or more policies Do this... In the System address box, type a new address, then click Save. In the Group list, select a group, then click Save. In the Assign Policy list, select a new policy, then click Save. Select the Click here to install link to open the installation wizard. Under Action Items, click the action item. In the Detections section, click a quantity under Detections or User-Approved Applications to display a detailed listing. 1 In the Detections section, click a quantity under User-Approved Applications. 2 In the User-Approved Applications List, click Allow, select the policies to add the approved applications to, then click Save. The User-Approved Applications List shows detected programs that users have approved to run on the computer. To prevent users from approving applications, configure policy options for Protect mode. View attempted visits to blocked websites In the Detections section, click a quantity under Blocked Sites to open a page that lists details about each attempted visit. This feature is available only when web browsing policy options are enabled in versions of McAfee SaaS Endpoint Protection that include the web filtering module. 46 McAfee SaaS Endpoint Protection Product Guide

47 Using the SecurityCenter Management of client computers 3 Identifying duplicate computers Use this task to find computers listed more than once in your reports and delete them from your account. Duplicate listings usually result when the client software has been installed more than once on a single computer or when users install it on their new computers without uninstalling it from their previous computers. This causes the number of installations for your account to be reported incorrectly. For option definitions, click? in the interface. 1 Click the Reports tab, then click Duplicate Computers. 2 In the Duplicate Computers report, perform a task. When you want to... Delete duplicate computers Do this... Select the checkbox for each duplicate computer listed, then click Delete. Deleting a computer does not remove the client software. If you mistakenly delete a computer with enabled client software from the listing, it automatically reappears the next time its report data is uploaded; however, you can no longer view its historical detection data. View details about a computer Click a computer name to display the Computer Details page, which displays information about the computer, its service components, and its detections. Identifying Microsoft product versions on computers Use this report to locate computers for maintenance, such as installing Microsoft software patches. You can also check shows whether computers are configured as relay servers, group information, and the version of software and DAT files. For option definitions, click? in the interface. 1 On the Reports tab, click Computer Profiles. 2 In the Computer Profiles report, perform a task. When you want to... Identify computers running an operating system that needs an update or patch installed Identify computers running a browser that needs to be updated Send notifying users about issues or maintenance specific to their operating system or browser Locate group information for computers Do this... Filter the listing to display only computers running the specific operating system. Filter the listing to display only computers running the specific browser. Select the checkbox for each applicable computer, then click to open a blank message to fill in and send. (You must have a local application installed to use this feature.) Check the name and number of the group for each computer. (The group number is the group ID required when using the silent installation method (VSSETUP) to install client software.) McAfee SaaS Endpoint Protection Product Guide 47

48 3 Using the SecurityCenter Management of computer groups When you want to... See which computers are configured as relay servers Check details about the files running on computers Do this... Check the Relay Server column. Check the version of the DAT file and the client computer software (agent build number). Upgrading the client software When a new version of the client software becomes available, you can schedule an upgrade for selected computers. This lets you test the new version before deploying it to all computers. An action item on the Dashboard page of the SecurityCenter notifies you when a new version of the software is available. You can't schedule upgrades for client computers that are configured as relay servers. Relay servers are updated during the first scheduled upgrade for client computers that are not configured as relay servers. For option definitions, click? in the interface. On the Software Upgrade tab of the Utilities page, do any of the following: To do this... Schedule an upgrade Do this... 1 Select the computers you want to upgrade. 2 Click the calendar icon that appears above the computer listing, then select a month and a day. 3 Click Schedule My Upgrade. Modify a scheduled upgrade 1 Select the computers. 2 Click Clear Date. 3 Click the calendar icon that appears above the computer listing, then select a month and a day. 4 Click Schedule My Upgrade. Cancel an upgrade. 1 Select the computers. 2 Click Clear Date. Management of computer groups A group consists of one or more computers that share a particular feature. You can create groups that are based on geographic location, department, computer type, the tasks performed by the users, or anything meaningful to your organization. By default, every computer in your account is placed into a group called Default Group. You can create other groups in the SecurityCenter, then move computers into them. You can also import Active Directory groups from your network. 48 McAfee SaaS Endpoint Protection Product Guide

49 Using the SecurityCenter Management of computer groups 3 Why use groups? Groups help you manage large numbers of computers or computers that use different security settings (defined in policies). They allow you to manage computers collectively rather than individually. Groups are particularly helpful in larger organizations or companies that are widely distributed geographically. Placing similar computers into a single group enables you to view and manage security issues for the group separately from the other computers in your account. For example, you might place all laptops used by traveling sales representatives into a single group called Sales Team. Then you can configure special security settings for those computers to provide greater protection against threats in unsecured networks such as airports and hotels. You can also track the number of detections on those computers through more frequent reports and adjust the security settings as needed. Tips for large accounts To more efficiently monitor large accounts and optimize SecurityCenter performance, we recommend that you organize your computers into groups of no more than 100 computers. This enables you to use the View filter to display reports and computer status by group, then drill down to see the individual computers within a group as needed. How can I manage groups? The Manage Groups page displays the groups in your organization. Access the page by clicking the Manage Groups button on the Computers page. If you have not created any groups or policies, only the Default Group is displayed. Active Directory support If you use Active Directory to define group hierarchies in your network, you can import the organizational unit (OU) structure into the SecurityCenter, then install the client software, assign policies, and view reports based on the imported groups of computers. Keep information in the SecurityCenter up-to-date by scheduling a synchronization utility to run at regular intervals. The Default Group Until you create additional groups, all computers are assigned to the Default Group when the McAfee SaaS Endpoint Protection client software is installed. If you delete a group that contains computers, they are moved into the Default Group. You cannot change the name of the Default Group. After you create additional groups, you can assign computers to them during the installation process or move computers into them at a later time. See also Management of Active Directory groups on page 50 Management of group administrators on page 53 Management of security policies on page 56 Management of client computers on page 43 Working with groups Use this task to create and configure groups in the SecurityCenter. McAfee SaaS Endpoint Protection Product Guide 49

50 3 Using the SecurityCenter Management of Active Directory groups 1 Click the Computers tab, then click Manage Groups. 2 On the Manage Groups page, click an icon for flat view or tree view. This changes the format in which groups are listed. (Available only if you have imported Active Directory groups.) 3 Do any of the following: To... Create a group Do this... 1 Click Add Group. 2 Type a name for the group. 3 Select the computers to add to the group. 4 Click Save. View computers in a group Rename a group Under Computers, click a number to display the Computers page showing all the computers in the group. Under Action, select Rename, specify a new name for the existing group, then click Save. You cannot rename the Default Group or Active Directory groups. Delete a group Under Action, select Delete, then click OK. If you delete a group that contains computers, they will be moved into the Default Group. You cannot delete the Default Group or Active Directory groups. Management of Active Directory groups If you use Active Directory to define group hierarchies in your network, you can import the organizational unit (OU) structure into the SecurityCenter. 1 Download the Active Directory Synchronization utility. 2 Run the utility to import Active Directory groups from your network. 3 Install the client software on computers in your Active Directory groups. You can select a policy to assign during the installation process. Create and send an installation URL to users to install on their computers. Run a utility to "push" the software to multiple computers directly from the service provider's website. 4 Schedule a time for the Active Directory Synchronization utility to run on a regular basis to import any modifications made to the network Active Directory structure. This ensures that the information in the SecurityCenter stays up-to-date. 5 Check the status of the last synchronization tasks. Your account can contain both Active Directory groups and groups that you create in the SecurityCenter. 50 McAfee SaaS Endpoint Protection Product Guide

51 Using the SecurityCenter Management of Active Directory groups 3 See also Management of computer groups on page 48 Downloading the Active Directory synchronization utility Use this task to download a utility that imports Active Directory groups from your network into the SecurityCenter. Run this task on an administrative computer that has a connection to an Active Directory server. For option definitions, click? in the interface. 1 On the Utilities page, click the Active Directory Synchronization tab. 2 Click Download. Importing Active Directory groups Use this task to import Active Directory groups from your network into the SecurityCenter. Before you begin You must download the Active Directory synchronization utility before you can perform this task. Perform this task at an administrative computer has the client software installed and a connection to the Active Directory server. For option definitions, click? in the interface. 1 Click the product icon in the system tray, then select Open Console. 2 From the Action menu, select Product Details. 3 In the client console, select Synchronize Active Directory. 4 Enter your Active Directory credentials, the name and port for the Active Directory server, and your credentials for logging in to the SecurityCenter, then click Log On. The utility establishes a connection with the SecurityCenter and the Active Directory server. 5 Select the Remember my credentials option. This allows the utility to access the information on the Active Directory server the next time it runs. This option must be enabled for the utility to run on a scheduled basis to keep the information on the SecurityCenter up-to-date. 6 Select the groups to import, then click Import. You can select only the groups for which you entered credentials. 7 When the utility has finished importing your selection, click Launch SecurityCenter to proceed with installing client software. Installing on Active Directory groups Use this task to install the client software on computers in Active Directory groups. Before you begin You must import Active Directory groups before you can perform this task. McAfee SaaS Endpoint Protection Product Guide 51

52 3 Using the SecurityCenter Management of Active Directory groups Note that all Active Directory organizational information is retained in the SecurityCenter. You cannot move Active Directory computers into groups that you have defined in the SecurityCenter, and no group selection options are displayed during the installation process. For option definitions, click? in the interface. In the SecurityCenter, select a method for installing the client software on the imported computers. On the Dashboard page, click Install Protection, and follow the steps in the installation wizard for creating a URL to send to users. This allows them to install the software on their computers. On the Utilities page, click the Active Directory Configuration tab, then under Push Install utility click Download to get a utility that "pushes" the software to multiple computers. Version 2.0 of the Microsoft.NET Framework redistributable package must be installed on the administrative computer to run the Push Install utility. When you run the Push Install utility, you select the Active Directory groups, the software to install, a policy to assign, and whether to scan the computer for threats when installation is complete. Click the help link (? ) in the utility for online assistance. Synchronizing Active Directory groups Use this task to update the SecurityCenter with any modifications made to the Active Directory structure on the network by scheduling a synchronization utility. The synchronization utility runs on a regular basis to keep the information synchronized automatically. In the utility, the Remember my credentials option must be selected for the utility to run on a scheduled basis. This allows the utility to access information on the Active Directory server. For option definitions, click? in the interface. 1 On the Utilities page, click the Active Directory Synchronization tab. 2 Under Synchronization Schedule, select Enable scheduled synchronization. 3 Select a day of the week or month to run. 4 If you want any groups that are part of the Active Directory structure on your network to be created in the SecurityCenter automatically, select Allow group creation. If you select this option, computers will be placed in the same groups they are in on your network. If you do not select this option, computers will be placed in the Default Group. 5 Click Save. See also Logging on as a site administrator on page 34 Viewing the synchronization status Use this task to display details about the most recent activity to synchronize Active Directory groups in the SecurityCenter with your network. 52 McAfee SaaS Endpoint Protection Product Guide

53 Using the SecurityCenter Management of group administrators 3 For option definitions, click? in the interface. 1 On the Utilities page, click the Active Directory Synchronization tab. 2 Under Synchronization Status, check the last time the synchronization utility ran. 3 Click View synchronization history. A page lists up to 25 computers that ran the synchronization task and the results. Viewing the Active Directory tree in the SecurityCenter Use this task to view Active Directory computers and groups you have imported into the SecurityCenter. For option definitions, click? in the interface. Perform one of these tasks. On the Utilities page, click the Active Directory Synchronization tab, then click Active Directory Structure to open a page showing the Active Directory tree for your account. On any page with a Groups filter, click the icon that appears to the right of the drop-down list to open a page where you can select computers or groups. On pages that display a group listing, click the viewing icon for the tree view. The viewing icons, which appear just above the left top corner of the group listing, select a flat listing of group paths and names or a tree view. Management of group administrators Group administrators oversee and manage the groups that you, the site administrator, assign to them. When creating group administrators, you specify which groups they manage, a password they use to access the SecurityCenter, and their access level. Why use group administrators? Create group administrators to distribute security management in large organizations. Group administrators have fewer access rights than the site administrator. While the site administrator can access all security information for all client computers in the account, group administrators can access information only for client computers in the groups they are assigned to. McAfee SaaS Endpoint Protection Product Guide 53

54 3 Using the SecurityCenter Management of group administrators 1 The site administrator communicates directly with the SecurityCenter to create policies, check reports, and maintain the SecurityCenter account. 2 The site administrator creates and manages group administrators. 3 Group administrators communicate directly with the SecurityCenter to access security data for the groups they are assigned to. 4 Group administrators manage the client computers in their assigned groups. The management tasks they can perform and the information they can access on the SecurityCenter depend on the access level assigned to them. 5 The site administrator can manage all client computers in all groups. What can group administrators do? The access level you assign to group administrators determines which tasks they can perform for their groups. Select from two access levels: Read Only Read and Modify Reports 54 McAfee SaaS Endpoint Protection Product Guide

55 Using the SecurityCenter Management of group administrators 3 Basic tasks for Read Only Access the SecurityCenter website. No subscription information is visible. Only the assigned groups are visible. Manage from client computers: Manage quarantined files. Disable on-access scanning. View the status of a scheduled scan in progress. View computers from the SecurityCenter. Check data in reports. Additional tasks for Read and Modify Reports Install protection. View and manage computers from the SecurityCenter. View policies. Rename groups. Modify the information in listings and reports: Send to computers. Delete computers from your reports. Move computers in and out of groups. Send to users. Schedule and send reports to users in . See also Management of computer groups on page 48 Working with group administrators Use this task to manage group administrators on the My Account page. Here you can view, edit, create, or delete group administrators. Up to six group administrators can be listed. If you have created more than six group administrator accounts, click View all group administrators to display a complete listing. 1 Click the My Account tab. 2 Click the Group Administrators tab, then do any of the following: To... Add a group administrator Do this... 1 In the Group Administrators section, select Add. 2 On the Manage Group Administrators page, select Create New. 3 Type the group administrator s name, address, and password. 4 Select an access level. 5 For each group you want the administrator to manage, select the group in the listing on the left, then click Add Group. 6 Click Save. Modify information for a group administrator 1 Under Actions, select Edit for the group administrator you want to update. 2 On the Add Group Administrators page, modify information, then click Save. McAfee SaaS Endpoint Protection Product Guide 55

56 3 Using the SecurityCenter Management of security policies To... Delete a group administrator a new password to a group administrator Do this... Under Actions, select Delete for the group administrator you want to delete, then click OK. Under Actions, select Password. After your local application opens a preaddressed message explaining how to log on to the SecurityCenter, assign groups, and access information about their responsibilities, send the . You must have a local application installed to use this feature. Management of security policies A policy is a collection of security settings that define how the product features operate. A policy is assigned to each computer when it is added to your account. Why use policies? Policies enable you to customize security settings for your entire organization or for different computers in your organization. You can assign a unique policy to each computer, assign a single policy to every computer in a group, or allow all computers to share a single policy. For example, you might place all laptops used by traveling sales representatives into a single group called Sales Team. For each computer in the group, you can assign a policy with high security settings that will provide greater protection against threats in unsecured networks such as airports and hotels. Whenever you want to adjust those setting, simply change the policy. Your changes will be applied to all the computers in the Sales Team group automatically. There is no need to update each computer s setting individually. How can I manage policies? The Policies page displays all your policies. Use this page to create, copy, modify, and delete policies for your account. If you have not created any policies, only the McAfee Default policy is displayed. See also Management of computer groups on page 48 Management of client computers on page 43 McAfee Default policy Until you create additional policies, all computers are assigned the McAfee Default policy. The McAfee Default policy is configured with settings recommended by McAfee to protect many environments and ensure that all computers can access important websites and applications until you have a chance to create a customized policy. You cannot rename or modify the McAfee Default policy. When you add computers to your account, the McAfee Default policy is assigned to them. When you delete a policy that is assigned to one or more groups, the McAfee Default policy is assigned to those groups automatically. The first time you create a new policy, the McAfee Default policy settings appear as a guideline. This enables you to configure only the settings you want to change without having to configure them all. 56 McAfee SaaS Endpoint Protection Product Guide

57 Using the SecurityCenter Management of security policies 3 After you create one or more new policies, you can select a different default policy for your account. In the future, new policies will be prepopulated with these default settings, and the new default policy is assigned to new computers (if no other policy is selected) and groups whose policy is deleted. This section explains only the settings for the McAfee Default policy. See the chapters for the protection services for a complete explanation of all related policy options. Client Settings Client Settings Tab Option Update Settings Check for updates every Update client computers where users are not logged in Display Settings Console display on client computers Hide the splash screen Display support notifications on client computers Definition 12 hours: Client computers check for updated detection definition (DAT) files and product components every 12 hours. Disabled: Automatic updates do not occur on computers where no user is logged on (for example, terminal servers and computers where the fast user switching feature is used). This prevents failed automatic updates that would be reported as errors. Show full console: Allow users to view the McAfee SaaS Endpoint Protection console and access all the client software features. Disabled: The McAfee SaaS Endpoint Protection splash screen is displayed when a computer is powered on and the client software starts running. Enabled: Notification dialog boxes warn client computer users when software upgrades and DAT file updates are being discontinued for their operating system. Virus and Spyware Protection No excluded files and folders or approved programs are configured. With the default advanced settings for the virus and spyware protection service, it is possible for an on-demand scan to detect threats in archived files that are not detected during an on-access scan. This is because on-access scans do not look at compressed archives by default. If this is a concern for your organization, you should create a new policy where this option is enabled. General Settings Tab Option Scheduled Scan Settings Spyware Protection Mode Definition Off: No on-demand scan is scheduled. On-access scans still occur every time users run, open, or download files. Prompt: Spyware scanning is enabled. When potentially unwanted programs are detected, the virus and spyware protection service asks users how to respond. To prevent prompts from displaying, create a new policy with a different setting. For maximum protection, we recommend selecting Protect mode to automatically delete potentially unwanted programs. Advanced Settings Tab McAfee SaaS Endpoint Protection Product Guide 57

58 3 Using the SecurityCenter Management of security policies Option Virus Protection Settings Enable outbreak response Enable buffer overflow protection Enable script scanning Scan (before delivering to the Outlook Inbox) Scan all file types during on-access scans Scan within archives during on-access scans (e.g.,.zip,.rar,.tat,.tgz) Scan within archives during on-demand scans (e.g.,.zip,.rar,.tat,.tgz) Enable Artemis heuristic network check for suspicious files Scan mapped network drives during on-access scans Enable on-access scanning (if disabled) the next time client computers check for an update Maximum percentage of CPU time allocated for on-demand and scheduled scans Spyware Protection Settings Detect... Definition Enabled: Client computers check for an outbreak detection definition (DAT) file every hour. Enabled: Detect code starting to run from data in reserved memory and prevent that code from running. Enabled: Detect harmful code embedded in web pages that would cause unauthorized programs to run on client computers. Enabled: Look for threats in before it is placed into the user s Inbox. Enabled: Look for threats in all types of files, instead of only default types, when they are downloaded, opened, or run. (Default file types are defined in the DAT files.) Disabled: Do not look for threats in compressed archive files when the files are accessed. Enabled: Look for threats in compressed archive files when files are scanned manually and during scheduled scans. Enabled: Send information about unrecognized threat detections to McAfee Labs for analysis. Disabled: Do not look for threats in files on mapped network drives when they are accessed. Enabled: If on-access scanning is disabled on a client computer, it is re-enabled when the computer checks for updates. High: These scans are allowed to use a high percentage of CPU time. (Scans should be requested during non-peak hours, when users are not performing tasks on their computers.) Enabled: Detect all types of spyware threats during scans. Firewall Protection No allowed applications are configured. General Settings Tab Option Firewall Configuration Definition User configures firewall: Users must configure the firewall protection service for their computers. When this option is selected, other firewall protection options do not appear on this page. It is important to educate users about threats and strategies for avoiding intrusions. To ensure the highest level of security, we recommend that administrators create a new policy and configure the firewall protection service. Browser Protection General Settings Option Automatically install browser protection on all computers using this policy Definition Disabled: Do not check whether the browser protection service is installed on computers checking for updates. (This option is available for all versions of McAfee SaaS Endpoint Protection.) 58 McAfee SaaS Endpoint Protection Product Guide

59 Using the SecurityCenter Management of security policies 3 Browser Protection & Web Filtering No exceptions or content rules are configured. Web Filtering options appear only in versions of McAfee SaaS Endpoint Protection that include the web filtering module. General Settings Option Automatically install browser protection on all computers using this policy Access to Sites Definition Disabled: Do not check whether the browser protection service is installed on computers checking for updates. (This option is available for all versions of McAfee SaaS Endpoint Protection.) Regulate access to websites according to their safety ratings: Yellow: Warn Red: Block Unrated: Allow Access to Downloads Regulate access to file downloads according to their safety ratings: Yellow: Warn Red: Block Unrated: Allow This feature is not supported on Firefox browsers. Block phishing pages Enforcement Messaging Enabled: Do not allow access to pages with phishing content, even if they are located on a website with a green overall safety rating. Display this message when users attempt to access blocked content: Language: The default language for your account. Message: The text of the message, An unacceptable security risk is posed by this site. Browser Protection Status Disable browser protection on all computers using this policy Allow users to enable or disable browser protection Disabled: Do not disable browser protection on computers using this policy. Disabled: Do not allow browser protection to be disabled at the client computer. Working with policies Use this task to create and modify policies from the Policies page. You can also select a new default policy for your account. Configure policies for SaaS protection services and the server protection service on portals. To open a portal, click the Policies tab, then select the service you want to configure from the drop-down menu. McAfee SaaS Endpoint Protection Product Guide 59

60 3 Using the SecurityCenter Generation of security reports 1 Click the Policies tab. 2 On the Policies page, do any of the following: To... Specify a default policy Create a policy Do this... Select an existing policy from the Default Policy list. 1 Click Add Policy. The new policy is prepopulated with settings from the McAfee Default policy or another policy that you have selected as the default for your account. To prepopulate a new policy with settings from a different policy, locate the policy and select Copy. 2 Type a name for the policy. 3 Configure the settings on each tab. 4 Click Next. 5 Assign the policy to one or more computers or groups. (Optional) 6 Click Save. Edit a policy 1 Under Actions, select Edit for the policy. 2 Make changes to the policy, then click Save. Delete a policy Under Actions, select Delete for the policy, then click Save. If you delete a policy that is assigned to one or more groups, the default policy you have selected for your account (or the McAfee Default policy) is assigned to the groups in its place. You cannot delete the McAfee Default policy. Generation of security reports Whenever a client computer checks for updates, it also sends information about itself to the SecurityCenter. It sends its scanning history, update status, and detections in encrypted XML files. It uploads the data directly through an Internet connection or via a relay server. Report data is saved for one year. To view this data, click the Reports tab to display the Reports page. You can display reports that include all the computers on your account (using the same company key) or only computers in a particular group. 60 McAfee SaaS Endpoint Protection Product Guide

61 Using the SecurityCenter Generation of security reports 3 Why use reports? Reports provide valuable tools for monitoring detections and fine-tuning your protection strategy. Only the reports available for the types of protection installed appear on this page. ing and scheduling reports You can run reports on demand or schedule them to at run regular intervals and then send them as attachments to one or more recipients. For more information about reports for a specific protection service, see the chapters for that service. For versions of McAfee SaaS Endpoint Protection that include SaaS protection services, reports are available on the associated portal. Use this report... Detections Computer Profiles Duplicate Computers Unrecognized Programs Inbound Events Blocked by Firewall To view... The types of potentially malicious code or unwanted programs that have been found on your network. Use this report to manage detections of viruses and potentially unwanted programs. For each client computer, the version of the Microsoft Windows operating system and Microsoft Internet Explorer web browser running, which group it belongs to, whether it is configured as a relay server, and other details. Use this report to locate computers where you need to install software patches for a specific browser or operating system, check the version of the client software, identify relay servers, and identify the group number for use in silent installation. Computers that appear more than once in administrative reports. Use this report to track down obsolete computers and those where McAfee SaaS Endpoint Protection has been incorrectly reinstalled and tracked as multiple installations. Programs that spyware protection or firewall protection detected on your network. Use this report to manage your potentially unwanted program detections and Internet applications blocked by firewall protection. You can add approved programs and allowed Internet applications to policies directly from the report. Computers where inbound or outbound communications were blocked by firewall protection. Use this report to manage blocked communications. For blocked events to be reported, the Report blocked events option must be enabled in the Firewall Protection policy. Blocked events are logged for all computers that are assigned a policy where this option is enabled. McAfee SaaS Endpoint Protection Product Guide 61

62 3 Using the SecurityCenter Generation of security reports Use this report... Detection History Web Filtering Server Protection SaaS Protection SaaS Web Protection To view... A graphical summary of the number of detections and the number of computers where detections occurred on your network over the past year. Use this report to evaluate the effectiveness of your security strategy. A summary of browsing activity monitored by the browser protection service. Shows the types of sites that client computers attempted to access by content rating and category. Includes successful, warned, and blocked access attempts. (Available only when web filtering policy options are enabled for versions of McAfee SaaS Endpoint Protection that include the web filtering module.) Use this report to evaluate the types of sites being accessed by which computers and the effectiveness of the content rules defined in policies. Summary information for each server running server protection. Shows the version of Exchange Server, the DAT files, and the spam rule, the Exchange server role, detections on the Exchange server, and other details. Use this report to monitor status and detections. Click the IP address of an Exchange server to open the server protection dashboard on the server, which enables you to view details about detections and manage server protection. Data about activity and detections for your account, accessed on the SaaS and web protection portal. (Available only for versions of McAfee SaaS Endpoint Protection that include the SaaS protection service.) Use these reports to monitor activity and detections. Data about web traffic and content for your account, accessed on the SaaS and web protection portal. (Available only for versions of McAfee SaaS Endpoint Protection that include the SaaS web protection service.) Use this report to evaluate the types of sites being accessed by which computers and the effectiveness of the content rules defined in policies. 62 McAfee SaaS Endpoint Protection Product Guide

63 Using the SecurityCenter Generation of security reports 3 Use this report... SaaS Vulnerability Scanning/PCI Certification Trustmark module To view... Information about potential security risks detected during network security audits and recommendations for eliminating them, accessed on the SaaS vulnerability scanning portal. (Available only for versions of McAfee SaaS Endpoint Protection that include the SaaS vulnerability service and the PCI certification service.) Use this report to check for risks and to ensure that your site adheres to security standards. Trustmark code and instructions for posting it on your website. After it is posted, this code displays your certification status to your customers. (Available only with versions of McAfee SaaS Endpoint Protection that include the trustmark module.) Scheduling reports Use this task to send information from the SecurityCenter as an attachment at regular intervals. This type of information can be scheduled: Reports Dashboard page Computers or Computer Details page Widgets on the Dashboard page For option definitions, click? in the interface. 1 Display the page or widget that shows the information you want to send. 2 Click the icon in the upper-right corner. A blank message appears. McAfee SaaS Endpoint Protection Product Guide 63

64 3 Using the SecurityCenter Generation of security reports 3 Select delivery options. Immediately Send the information once, as soon as you click Save. Weekly on Send the information each week, on the selected day. Monthly on Send the information each month, on the selected day. 4 Type one or more addresses to receive the report. Separate multiple addressees with commas. 5 Type a subject and a message for the . 6 Click Save. Adding your logo to reports Use this task to customize reports by adding or revising a logo. You can upload a logo that appears in the upper-right corner of the SecurityCenter website and reports. Logo files can be.gif,.jpeg,.jpg, or.png format. Logo dimensions must be 175 x 65 pixels with a file size under 500 KB. Other dimensions will result in a stretched or shrunken logo. For option definitions, click? in the interface. 1 On the My Account page, click the My Profile & Logo tab. The My Logo section displays the current logo, or a placeholder if you have not uploaded a logo. 2 Click Edit. 3 On the Manage Logo page, perform a task. To... Add or replace a logo Do this... 1 Click Upload New Logo. 2 On the Upload Your Logo page, type the name of the file you want to upload or browse to locate the file. 3 In the Verification Code box, type the characters displayed in the black box. Alphabetic characters are not case-sensitive. 4 Click Upload Logo. If your logo file is not the correct size, the SecurityCenter resizes it to fit the allotted area and displays a preview of how it will appear on reports. Click Approve to accept the resized logo. Click Delete and Resubmit to select a different file. 5 Click Close Window. Delete a logo Click Delete Logo. 4 Click Done. 64 McAfee SaaS Endpoint Protection Product Guide

65 Using the SecurityCenter Management of your account 3 Management of your account Access tasks for managing your McAfee SaaS Endpoint Protection account on the My Account page of the SecurityCenter. My Profile & Logo tab Update the contact information for your account and add a customized logo to appear in reports. Subscription & Notification tab View details about your current and past subscriptions, buy or renew a subscription, buy more licenses, request a trial subscription, and select the automatic s you want to receive. Group Administrators tab Create and manage administrators for groups in your account. Accounts & Keys tab View the company key, enrollment key, and license key for your account or merge another account into your account. Configuring your account profile Use this task to update information in your customer profile when it changes. Your profile contains the information your service provider needs to contact you about your account. Initially, information supplied during your product purchase is placed into your profile. It is important to keep this information up-to-date to prevent a disruption in your protection. For option definitions, click? in the interface. 1 On the My Account page, click the My Profile & Logo tab. 2 In the My Profile section, click Edit. 3 Type or select information as needed. Your password for logging on to the SecurityCenter. Your administrator address. Contact information. Language for account correspondence and notifications. 4 Click Save. Signing up for notifications Use this task to select the notifications you want to receive from your service provider. For option definitions, click? in the interface. 1 On the My Account page, click the Subscription & Notification tab. 2 In the Notification Preferences section, click Edit. McAfee SaaS Endpoint Protection Product Guide 65

66 3 Using the SecurityCenter Management of your account 3 Sign up for notifications for account status and subscription expiration. The type of notifications available depends on your service provider. Status s keep you informed about detections and coverage for your account. It is important to receive status s at regular intervals that are appropriate for your account, based on the frequency with which you need to review detection information. By default, you receive status s weekly. 4 Click Save. Viewing and updating subscription information Use this task to view current and cancelled subscriptions and to update subscription information. It is important to check the status of your subscriptions to ensure that protection remains active and you have the right number of licenses to protect new computers as your organization grows. 1 On the My Account page, click the Subscription & Notification tab. The Subscription Summary section lists details about each subscription, including the number of licenses and their expiration date. 2 Do any of the following. To... Purchase or extend coverage View details of each subscription Update information for a subscription Do this... In the Subscription Summary section, check the number of licenses available and their expiration dates. If needed, click Buy, Buy More, or Renew. Click View subscription history. 1 Click Edit. 2 On the Edit Subscription Information page, type new information for any of the following: address Company name First name or Last name 3 Click Submit. Display a list of subscriptions that are no longer current Select View cancelled subscriptions. Buying and renewing subscriptions and licenses Use this task to buy, add, or renew subscriptions and licenses. Subscriptions entitle you to one or more protection services, and the number of licenses determine how many computers are protected. You can configure your notification preferences to receive an whenever the expiration date for a subscription approaches. To ensure that additional or renewed services remain on the same account with your existing services, follow these guidelines: 66 McAfee SaaS Endpoint Protection Product Guide

67 Using the SecurityCenter Management of your account 3 Submit your order through the same SecurityCenter account you use to maintain your original subscriptions. Submit your order with the same address you use to log on to the SecurityCenter. By keeping all your subscriptions on the same account, all your client computers report to the same SecurityCenter website, and your service provider sends all correspondence and notifications to one address. If you do purchase subscriptions on multiple accounts, you can merge them into a single account. 1 On the My Account page, click the Subscription & Notification tab. The Subscription Summary section lists details about each subscription, including the number of licences and their expiration date. 2 In the Add Protection column, click Buy, Buy More, or Renew, as needed. To try a new protection service free-of-charge for 30 days, request a trial subscription by clicking Try. Before it expires, you will have an opportunity to purchase the full subscription and continue using it with no interruption. 3 Follow the instructions on the Product Purchase page. Locating or creating keys for your account Use this task to reference important keys for your account. Company key Required for URL-based or silent installation of client software. Account enrollment key Required to activate pre-installed versions of client software and place them under your account. If no valid enrollment key exists, create a new one. A license key is required to activate CD-based versions of the client software. Locate the license key on the CD label. See the installation guide or user help for activation instructions. For option definitions, click? in the interface. 1 On the My Account page, click the Accounts & Keys tab. 2 Do any of the following. To... Access your company key Install protection on new computers Do this... Locate the company key for your account in the Company Key section. 1 Click standard URL installation to open the installation wizard. 2 Click VSSETUP to download the silent installation utility. See the installation guide for more information. McAfee SaaS Endpoint Protection Product Guide 67

68 3 Using the SecurityCenter Utilities To... Access your account enrollment key Create a new account enrollment key Do this... Locate the enrollment key for your account in the Account Enrollment Key section Click Create a new key. Account enrollment keys are valid for seven days. Merging accounts Use this feature to merge other installations of McAfee SaaS Endpoint Protection into your account. Merging other installations of McAfee SaaS Endpoint Protection into your account is useful when the client software was installed using another license key or when licenses were purchased using another administrator s address. For example, if you set up Account 1, then order additional licenses and activate them with a different address than the one you originally used, the new licenses appear in Account 2. To view all the computers and licenses under Account 1, you must merge Account 2 into Account 1. Once they are merged, Account 2 no longer exists. All the computers and licenses formerly listed under Account 2 are listed in the SecurityCenter for Account 1. For option definitions, click? in the interface. 1 On the My Account page, click the Accounts & Keys tab. 2 In the Manage Accounts section, select Merge another account. 3 On the Step 1 page, enter the address and password activated for the account you want to merge into your main account, then click Next. 4 On the Step 2 page, view details for the account you have selected. Verify that the licenses and computers listed for the account are the ones you want to merge, then click Next. 5 On the Step 3 page, click Merge Account. Utilities Access tools for managing your account on the Utilities page of the SecurityCenter. Utilities are organized by purpose on different tabs. Installation Tab Basic URL installation Silent installation Click Run to open the wizard, which guides you through the steps for selecting which software to install on which computers. Select this option from a client computer. Click Download to get the silent installation package, which enables you to deploy McAfee SaaS Endpoint Protection on a client computer with no user interaction. Select this option from either an administrative or client computer. 68 McAfee SaaS Endpoint Protection Product Guide

69 Using the SecurityCenter Utilities 3 Installation Tab Push installation Installation agent Welcome kit Migration & Optimization Tab Cleanup utility ProtectionPilot Migration Tool Active Directory Configuration Tab View synchronization history Active Directory Structure Active Directory Synchronization utility Push Install utility Synchronization Schedule Click Download to run an ActiveX control that enables you to deploy the client software directly from the service provider s server onto multiple client computers. Select this option from an administrative computer. Click Downloadto get software that you can install on client computers to allow users without administrative rights to install the client software. Select a link to open instructions for activating an account for SaaS protection services and setting up the features you have purchased. (Available only for the SaaS protection services for which you have purchased a subscription.) Click Run to get a program that removes components left from a previous installation of McAfee SaaS Endpoint Protection or another vendor s protection software. Select this option from a client computer, then double-click to begin installation. Click Download to get a wizard that guides you through the steps for migrating computers in a McAfee ProtectionPilot account to a McAfee SaaS Endpoint Protection account. A link to documentation is also provided. Click this link to open a page listing details for up to 25 computers whose information was synchronized most recently with the SecurityCenter. Click this link to open a page showing the Active Directory tree for your account. Click Download to get a tool that imports Active Directory groups into your account, then later imports modifications so the SecurityCenter stays up-to-date. Click Download to run a utility that deploys the client software directly from the service provider s server onto multiple client computers in your Active Directory tree. Select this option from an administrative computer that has a network connection to an Active Directory server. Select options to configure the Active Directory Synchronization utility to run at regular intervals. McAfee SaaS Endpoint Protection Product Guide 69

70 3 Using the SecurityCenter Getting assistance Getting assistance Use this task to get assistance in using McAfee SaaS Endpoint Protection and the SecurityCenter. Context-sensitive online help is available on any page of the SecurityCenter by clicking the help link (?) in the upper-right corner. Guides or online help for these services are available separately. See their chapters for instructions on accessing them. SaaS vulnerability scanning server protection Click the Help tab, then do any of the following: To... View online documents View demos and tutorials Do this... Click a link for the Product Guide, Installation Guide, or Release Notes. Click the icon for a multimedia presentation. View the McAfee SaaS Endpoint Protection Demo Describes how the product protects computers on your account. View the Installation Tutorial Describes how to install the product. View the SecurityCenter Demo Describes how to use the features of the administrative website to manage your account. Your service provider determines which demos are available. Contact product support Click an option. Online support Opens a form where you can submit a description of your problem to a product support representative. Phone support Opens a page with a phone number for you to call. View guides for the SaaS or web protection service Click the link to open a page with links to detailed guides. (Available only for SaaS protection services for which you have purchased subscriptions.) 70 McAfee SaaS Endpoint Protection Product Guide

71 4 4 Using the Virus and Spyware Protection Service The virus and spyware protection service checks for viruses, spyware, unwanted programs, and other potential threats by scanning files and programs each time they are accessed on client computers. It checks removable media, messages and attachments, and network files. Users can manually request scans for any or all files, folders, and programs on their computers, and administrators can schedule scans to occur at regular intervals. The virus and spyware protection service functions as a single component within McAfee SaaS Endpoint Protection, but includes policy options that let you configure some of the virus protection and spyware protection features separately. The virus and spyware protection service includes optional features that let you or client computer users select the types of files and programs to scan and the types of threats to detect. You or the users can also specify files to exclude from virus scans and programs that should not be detected as spyware. Contents How detections are handled Spyware protection mode and detections Types of scans Scanning on client computers Configuring scanning policy options Managing detections Reports for virus and spyware protection Best practices (virus and spyware protection) McAfee SaaS Endpoint Protection Product Guide 71

72 4 Using the Virus and Spyware Protection Service How detections are handled How detections are handled The type of threat and the policy settings determine how the virus and spyware protection service handles a detection. Items with detections Files and programs How the virus and spyware protection service handles the detections Virus detections: The virus and spyware protection service attempts to clean the file. If it can be cleaned, the user is not interrupted with an alert. If it cannot be cleaned, an alert appears, and the detected file is deleted. A copy is placed in the quarantine folder. Potentially unwanted program detections: In Protect mode, detections are cleaned or deleted. In Prompt mode, users must select the response. In all cases, a backup copy of the original item is saved in a quarantine folder, in a proprietary binary format. Data for all activity is uploaded to the SecurityCenter for use in reports. Files are placed into the quarantine folder in a format that is no longer a threat to the client computer. It is not necessary to view or delete them, but you might occasionally want to do so. In these situations, you must view files on the client computer by using the Quarantine Viewer. Only users logged on as an administrator can access the Quarantine Viewer. After 30 days, these files are deleted. Registry keys and cookies Detections initially appear as Detected. Cleaning detected files also cleans their associated registry keys and cookies. Their status is then reported as Cleaned. See also Managing detections on page 83 Managing quarantined files on page 85 Spyware protection mode and detections Spyware protection monitors programs that attempt to install or run on client computers. When it detects an unrecognized program, it either allows or blocks it. The response is based on the spyware protection mode selected in the policy assigned to the client computer. In this mode... Protect Prompt Report Spyware protection does this... Checks the list of allowed and blocked programs created by the administrator for computers using the policy. If the program is not on the list, spyware protection blocks the potentially unwanted program. Checks the list of approved and blocked programs created by the administrator for computers using the policy. Checks the list of programs the user has approved. If the program is not on either list, spyware protection displays a prompt with information about the detection and allows the user to select a response. This setting is the default. Checks the list of approved and blocked programs created by the administrator for computers using the policy. If the program is not on the list, it sends information about the potentially unwanted program to the SecurityCenter and takes no additional action. For all modes, detections are reported to the SecurityCenter, where you can view information about them in reports. To prevent popup prompts from appearing on client computers when potentially unwanted programs are detected, and for highest security, we recommend using Protect mode. 72 McAfee SaaS Endpoint Protection Product Guide

73 Using the Virus and Spyware Protection Service Types of scans 4 How policy options are implemented in the three protection modes Mode Report Behavior of the virus and spyware protection service Users are not prompted about detections. Detections are reported to the SecurityCenter. Administrator can select approved programs, which are not reported as detections. Can be used as a "learn" mode to discover which programs to approve and block. Prompt Users are prompted about detections. Detections are reported to the SecurityCenter. Administrator can select approved programs. These programs are not reported as detections, and users are not prompted for a response to them. Users can approve additional programs in response to prompts. These are reported to the SecurityCenter. Protect Users are not prompted about detections. Users are notified about deleted or quarantined programs. Detections are reported to the SecurityCenter. Administrator can select approved programs, which are not reported as detections. See also Selecting spyware scanning options on page 82 Use learn mode to discover programs Report mode can be used as a learn mode to help you determine which programs to approve. In Report mode, spyware protection tracks but does not block potentially unwanted programs. You can review detected programs in the Unrecognized Programs report and approve those that are appropriate for your policy. When you no longer see unapproved programs you want to approve in the report, change the policy setting for spyware protection mode to Prompt or Protect. Types of scans The virus and spyware protection service scans files automatically for viruses and spyware. At any time, users can perform manual scans of files, folders, or , and administrators can set up scheduled scans. Policy options let you configure whether optional and spyware scans occur. The basic types of scans are: Automatic (on-access) scans Manual on-demand scans Scheduled on-demand scans scans Spyware scans McAfee SaaS Endpoint Protection Product Guide 73

74 4 Using the Virus and Spyware Protection Service Types of scans The behavior of the scanning features on client computers is defined in the policies configured in the SecurityCenter. Policy settings determine the types of files, programs, and other items detected; whether users can manage their detections; how frequently computers check for updates; and when scheduled scans occur. On-access (automatic) scans On-access scans are those that occur on client computers whenever users access files (for example, open a file or run a program). The virus and spyware protection service policy options let you configure these on-access scanning features: The types of files scanned and whether files on network drives are scanned. Whether and attachments are scanned. Whether files in archives (compressed files, such as.zip files) are scanned. Whether files are scanned for spyware. The types of virus and spyware threats to detect. Whether unrecognized detections are sent to McAfee Labs for investigation. Whether to enable on-access scanning (if it is disabled) whenever computers check for updates. Files and folders excluded from scans. Approved programs that should not be detected as threats. The default settings for on-access scanning are: Scan all types of local files when opened, and again when closed (if they were modified). Do not scan files on network drives. Scan all attachments when accessed and when saved to the hard drive, protecting the computer from infections. Do not scan files in archives. Scan programs for spyware identifiers, to detect if a spyware program attempts to run or a program attempts to install spyware. Scan for all types of virus and spyware threats. Send unrecognized detections to McAfee Labs. Enable on-access scanning when computers check for updates. See also Configuring scanning policy options on page 80 Enabling and disabling on-access scanning on page 79 On-demand scans On-demand scans are those that occur whenever administrators or users request them. Users can request on-demand scans to occur immediately, and administrators can schedule them to occur at regular intervals. On-demand scans use many of the same policy options as on-access scans. In addition, the virus and spyware protection policy options let you configure these on-demand scanning features: 74 McAfee SaaS Endpoint Protection Product Guide

75 Using the Virus and Spyware Protection Service Types of scans 4 Whether files in archives (compressed files, such as.zip files) are scanned. A schedule for performing an on-demand scan at regular intervals. The default settings for on-demand scans are: Scan all local files, including those in archives. Scan all critical registry keys. Scan all processes running in memory. Do not perform a scheduled scan. In addition, during an on-demand scan of the My Computer folder, the drive where Windows is installed, or the Windows folder: Scan all cookies. Scan all registry keys. At the start of an on-demand scan, all previous detections of potentially unwanted programs are cleared from the Potentially Unwanted Program Viewer. Scheduled scans Schedule an on-demand scan to occur at a specific date and time, either once or on a recurring basis. For example, you might want to scan client computers at 11:00 P.M. each Saturday, when it is unlikely to interfere with other processes running on client computers. Configure scheduled scans by selecting policy options for the virus and spyware protection service. Scheduled scans run on all computers using the policy. See also Scanning on demand from the console on page 77 Scanning on demand from Windows Explorer on page 78 Scheduling a scan on page 80 Viewing scheduled scans on page 78 scans scans occur during on-access and on-demand scans. Policy options let you configure whether is scanned before it reaches a users' Inbox. The default settings for scanning are: Scan all attachments when accessed and when saved to the hard drive, protecting the computer from infections. Scan before placing it in a user's Inbox. Users can also scan on demand at the client computer. See also Scanning on client computers on page 78 Configuring scanning policy options on page 80 McAfee SaaS Endpoint Protection Product Guide 75

76 4 Using the Virus and Spyware Protection Service Types of scans Spyware scans Spyware scanning is a feature within the virus and spyware protection service that looks for and identifies spyware indicators. Spyware scanning occurs: Whenever programs are installed or run, as part of on-access scans. During on-demand scans. Policy options let you configure these spyware scanning features: Whether files are scanned for spyware. The types of spyware threats to detect. Approved programs that should not be detected as threats. The default spyware-related settings are: Look for spyware identifiers during on-access and on-demand scans, to detect if a spyware program attempts to run or a program attempts to install spyware. Scan for all types of spyware threats. The response to detections depends on the spyware protection mode configured in the client computer s policy. Three responses are possible: Attempt to clean the program (Protect mode). Prompt the user for a response (Prompt mode). This is the default setting. Report the detection and take no further action (Report mode). Cookies and registry keys that indicate spyware are also detected. Deleting a potentially unwanted program deletes any associated cookies and registry keys. All detections are listed in administrative reports available from the SecurityCenter. On client computers, users can view and manage detections by using the Potentially Unwanted Programs Viewer. At the start of an on-demand scan, all previous detections of potentially unwanted programs are cleared from the Potentially Unwanted Programs Viewer. For on-access scans, previous detections remain in the Potentially Unwanted Programs Viewer. See also Configuring scanning policy options on page 80 Managing potentially unwanted program detections on page McAfee SaaS Endpoint Protection Product Guide

77 Using the Virus and Spyware Protection Service Scanning on client computers 4 Scanning on client computers Use these tasks from a client computer to scan for threats on the computer and to temporarily disable the scanning feature for testing. s Scanning on demand from the console on page 77 Use this task to perform a manual scan from the console on a client computer. Scanning on demand from Windows Explorer on page 78 Use this task to perform a manual scan from Microsoft Windows Explorer on a client computer. Scanning on client computers on page 78 Use this task to scan an message manually on a client computer. Viewing scheduled scans on page 78 Use this task to view a scheduled scan that is in progress on a client computer. You must be logged on as a site administrator to access this task. Enabling and disabling on-access scanning on page 79 Use this task at the client computer to disable the on-access scanner temporarily, which is useful when working with product support to troubleshoot issues with scanning and cleaning files. Use the same task to re-enable on-access scanning. Scanning on demand from the console Use this task to perform a manual scan from the console on a client computer. 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, select Scan Computer. 3 Select the scan target. Scan my entire computer Scan all drives, folders, and files. Scan a specific drive or folder Type the full path and name of the scan target or browse to locate it. 4 Click Start Scan. The virus and spyware protection service displays the progress of the scan. 5 If needed, click Pause Scan to temporarily interrupt the scan or Cancel Scan to end the scan. (Optional) 6 Click View detailed report to open a browser window and display the results of the scan. See also Scanning on demand from Windows Explorer on page 78 On-demand scans on page 74 McAfee SaaS Endpoint Protection Product Guide 77

78 4 Using the Virus and Spyware Protection Service Scanning on client computers Scanning on demand from Windows Explorer Use this task to perform a manual scan from Microsoft Windows Explorer on a client computer. 1 In Windows Explorer, right-click any drive or folder, then select Scan Now. 2 Close the Scan Completed panel or click View detailed report to display the Scan Statistics report. See also Scanning on demand from the console on page 77 On-demand scans on page 74 Scanning on client computers Use this task to scan an message manually on a client computer. 1 In the Microsoft Outlook Inbox, highlight one or more messages in the right pane. 2 Under Tools, select Scan for Threats. The On-Demand Scan window displays any detections. If the window is empty, no threats were detected. See also scans on page 75 Viewing scheduled scans Use this task to view a scheduled scan that is in progress on a client computer. You must be logged on as a site administrator to access this task. 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, select Product Details. 78 McAfee SaaS Endpoint Protection Product Guide

79 Using the Virus and Spyware Protection Service Scanning on client computers 4 3 In the Virus and Spyware Protection section, select View Scheduled Scan to display the progress of the scan. This option is available only when a scheduled scan is in progress. 4 If needed, click Pause Scan to temporarily interrupt the scan or Cancel Scan to end the scan. (Optional) 5 Click View detailed report to open a browser window and display the results of the scan. See also Logging on as a site administrator on page 34 Scheduling a scan on page 80 On-demand scans on page 74 Enabling and disabling on-access scanning Use this task at the client computer to disable the on-access scanner temporarily, which is useful when working with product support to troubleshoot issues with scanning and cleaning files. Use the same task to re-enable on-access scanning. The next time the computer checks for updates, on-access scanning is re-enabled (unless the site administrator has changed the policy settings). This task disables only on-access scanning. Buffer overflow protection continues to function. To disable buffer overflow protection, you must update the policy. 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, select Product Details. 3 Under Virus and Spyware Protection, for On-access scanning, select the Disable option. If you disable on-access scanning, files are no longer checked for threats when they are accessed. We recommend that you re-enable this feature as soon as possible. 4 Under Virus and Spyware Protection, for On-access scanning, select the Enable option to re-enable the feature. See also Logging on as a site administrator on page 34 On-access (automatic) scans on page 74 McAfee SaaS Endpoint Protection Product Guide 79

80 4 Using the Virus and Spyware Protection Service Configuring scanning policy options Configuring scanning policy options Use these SecurityCenter tasks to configure policy options for virus and spyware scans performed on client computers. s Scheduling a scan on page 80 Use this SecurityCenter task to schedule an on-demand scan. Enabling optional types of virus scans on page 80 Use this SecurityCenter task to specify optional scans and features for virus protection. If none of these features is selected, virus protection still detects viruses. Excluding files and folders from virus scans on page 82 Use this SecurityCenter task to define and manage items that are not scanned for viruses. You can add files, folders, or file extensions to the list of exclusions or remove them from the list. Selecting spyware scanning options on page 82 Use this task to configure policy options for spyware scanning features. Approving and unapproving programs in a policy on page 82 Use this SecurityCenter task to add approved programs to a policy or remove approved programs from a policy. Approved programs are not detected as potentially unwanted programs. See also On-access (automatic) scans on page 74 scans on page 75 Spyware scans on page 76 On-demand scans on page 74 Scheduling a scan Use this SecurityCenter task to schedule an on-demand scan. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Click Virus & Spyware Protection, then click the General Settings tab. 3 Under Scheduled Scan Settings, select On. 4 Select a frequency, day, and time for the scan to run, then click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also Viewing scheduled scans on page 78 On-demand scans on page 74 Enabling optional types of virus scans Use this SecurityCenter task to specify optional scans and features for virus protection. If none of these features is selected, virus protection still detects viruses. 80 McAfee SaaS Endpoint Protection Product Guide

81 Using the Virus and Spyware Protection Service Configuring scanning policy options 4 For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Click Virus & Spyware Protection, then click the Advanced Settings tab. 3 Under Virus Protection Settings, select each scan you want to enable. Select this option... Enable outbreak response Enable buffer overflow protection To do this... Check for an outbreak detection definition (DAT) file every hour. Detect code starting to run from data in reserved memory and prevent that code from running. The virus and spyware protection service protects against buffer overflow in more than 30 most commonly used Windows-based programs. McAfee updates this list as it adds buffer overflow protection for additional programs. Buffer overflow protection does not stop data from being written. Do not rely on the exploited application remaining stable after being compromised, even if buffer overflow protection stops the corrupted code from running. Enable script scanning Detect harmful code embedded in web pages that would cause unauthorized programs to run on client computers. Script scanning is always enabled for on-access and on-demand scans. Scan (before delivering to the Outlook Inbox) Scan all file types during on-access scans Scan within archives during on-access scans (e.g.,.zip,.rar,.tat,.tgz ) Scan within archives during on-demand scans (e.g.,.zip,.rar,.tat,.tgz ) Enable Artemis hueristic network check for suspicious files Scan mapped network drives during on-access scans Enable on-access scanning (if disabled) the next time client computers check for an update Maximum percentage of CPU time allocated for on-demand and scheduled scans Look for threats in before it is placed into the user s Inbox. ( is always scanned when it is accessed.) Inspect all types of files, instead of only default types, when they are downloaded, opened, or run. (Default file types are defined in the DAT files.) Look for threats in compressed archive files when the files are accessed. Look for threats in compressed archive files during manual or scheduled scans. Send unrecognized threats to McAfee Labs for investigation. (This occurs in the background with no user notification.) Look for threats in files located on mapped network drives when the files are accessed. If on-access scanning has been disabled on a client computer, re-enable it the next time that computer checks for updates. Use up to the selected percentage of CPU resources when performing on-demand scans. When set to High, we recommend scheduling scans to occur during off-peak hours. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also On-access (automatic) scans on page 74 McAfee SaaS Endpoint Protection Product Guide 81

82 4 Using the Virus and Spyware Protection Service Configuring scanning policy options Excluding files and folders from virus scans Use this SecurityCenter task to define and manage items that are not scanned for viruses. You can add files, folders, or file extensions to the list of exclusions or remove them from the list. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Click Virus & Spyware Protection, then click the Excluded Files and Folders tab. 3 Select the type of exclusion you want to create. 4 Specify the value (browse for a file or folder, or type a file extension). 5 Click Add Exclusion. The new exclusion appears in a list. 6 To remove an entry from the list of exclusions, click Block. 7 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Selecting spyware scanning options Use this task to configure policy options for spyware scanning features. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Click Virus & Spyware Protection, then click the General Settings tab. 3 For Spyware Protection Status, select a protection mode to enable spyware protection, or select Off to disable spyware protection. 4 Click the Advanced Settings tab. 5 Under Spyware Protection Settings, select each type of program you want to detect. 6 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also Spyware protection mode and detections on page 72 Approving and unapproving programs in a policy Use this SecurityCenter task to add approved programs to a policy or remove approved programs from a policy. Approved programs are not detected as potentially unwanted programs. You can also use the Unrecognized Programs report to view a complete listing of all programs detected on client computers and add them to policies. 82 McAfee SaaS Endpoint Protection Product Guide

83 Using the Virus and Spyware Protection Service Managing detections 4 For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Click Virus & Spyware Protection, then click the Approved Programs tab. 3 Locate the program you want to approve in the listing of all programs detected on client computers, then select an option. Select this... Approve Approve All Block Block All To do this... Approve the selected program. Approve all the programs listed. Block the selected program. Block all the programs listed. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also Viewing user-approved programs and applications on page 86 Viewing unrecognized programs detected on the account on page 87 Managing detections Use these tasks to view and manage threats detected during virus and spyware scans. For an individual client computer, perform tasks at the computer (users and administrators). For multiple computers, groups, or an entire account, access administrative reports from the SecurityCenter. s Viewing scan results on client computers on page 84 Users and administrators can use this task from a client computer to view the Scan Statistics report on a client computer after completing an on-demand scan. Managing potentially unwanted program detections on page 84 The Potentially Unwanted Programs Viewer lists all items detected by spyware protection, which might include program files, registry keys, and cookies. Managing quarantined files on page 85 When the virus and spyware protection service detects a threat, it places a copy of the item containing the threat in a quarantine folder before cleaning or deleting the original item. Viewing user-approved programs and applications on page 86 Use this SecurityCenter task to see which applications users have approved to run on their computers. Viewing threats detected on the account on page 87 Use this SecurityCenter task to view the Detections report. Viewing unrecognized programs detected on the account on page 87 Use this SecurityCenter task to view the Unrecognized Programs report, which lists potentially unwanted programs detected on all the client computers on your account. Viewing historical information about detections on page 88 Use this SecurityCenter task to view the Detection History report. McAfee SaaS Endpoint Protection Product Guide 83

84 4 Using the Virus and Spyware Protection Service Managing detections See also How detections are handled on page 72 Viewing scan results on client computers Users and administrators can use this task from a client computer to view the Scan Statistics report on a client computer after completing an on-demand scan. Client computers also send information about threats detected during scans to the SecurityCenter in encrypted XML files. Administrators can access three reports containing information about detected virus and spyware threats and potentially unwanted programs from the Reports page on the SecurityCenter. Select View detailed report in the Scan Completed panel. A browser window opens and displays the Scan Statistics report, which includes this information: Date and time the scan was started. Elapsed time for the scan. Version of the scanning engine software and DAT file. Date of the last update. Completion status of the scan. Location of the scanned items. Status for scanned files, registry keys, and cookies. Status What it means... Scanned Detected Cleaned Deleted Number of items scanned. The item is still a threat and still resides on the system. For files, they are most likely contained within a compressed archive (for example, a.zip archive) or on write-protected media. For registry keys and cookies, the file they are associated with has a status of Detected. The item was cleaned of the threat. A backup copy of the original item was saved in a quarantine folder, in a proprietary binary format, where it can be accessed only with the Quarantine Viewer. The item could not be cleaned; it was deleted instead. A copy was saved in a quarantine folder, in a proprietary binary format, where it can be accessed only with the Quarantine Viewer. See also How detections are handled on page 72 Managing potentially unwanted program detections The Potentially Unwanted Programs Viewer lists all items detected by spyware protection, which might include program files, registry keys, and cookies. Users and administrators can use this task from a client computer to view and manage detections of potentially unwanted programs in the Potentially Unwanted Programs Viewer. 84 McAfee SaaS Endpoint Protection Product Guide

85 Using the Virus and Spyware Protection Service Managing detections 4 1 Click the product icon in the system tray, then select Open Console. 2 In the Virus and Spyware Protection section, select View Potentially Unwanted Programs. 3 From the list of detections, select one or more items, then click an action. Clean Place an original copy of each selected item in a quarantine folder, in a proprietary binary format, then attempt to clean it. If it cannot be cleaned, delete the item. Approve Add selected items to the list of approved programs so they will not be detected as spyware. Clicking Approved displays a list of all currently approved programs on the computer. 4 Check the status of each item. Action Required You have not performed any action on this item since it was detected. Approved The item was added to the list of user-approved programs and will no longer be detected as spyware. Cleaned The item was cleaned successfully and can be used safely. A backup copy of the original item was placed in a quarantine folder, in a proprietary binary format. Quarantined The item could not be cleaned. The original item was deleted and a copy was placed in a quarantine folder, in a proprietary binary format. If the item was a program, all associated cookies and registry keys were also deleted. Items are placed into the quarantine folder in a format that is no longer a threat to the computer. These items are deleted after 30 days. Users with administrator rights can manage these items using the Quarantine Viewer. 5 Click Back to return to the console. See also Spyware scans on page 76 Managing quarantined files When the virus and spyware protection service detects a threat, it places a copy of the item containing the threat in a quarantine folder before cleaning or deleting the original item. The copy is stored in a proprietary binary format and cannot harm the computer. By default, items in the quarantine folder are deleted after 30 days. Use this task from a client computer to view and manage quarantined items in the Quarantine Viewer. You must be logged on as a site administrator to access this task. 1 Click the product icon in the system tray, then select Open Console. 2 From the Action Menu, select Product Details. 3 In the Virus and Spyware Protection section, select View Quarantined Files. The Quarantine Viewer lists all the items in the quarantine folder and their status. McAfee SaaS Endpoint Protection Product Guide 85

86 4 Using the Virus and Spyware Protection Service Managing detections 4 Select one or more items, then click an action. Rescan Scan each selected item again. This option is useful when new detection definition (DAT) files include a method of cleaning a detection that could not be cleaned previously. In this case, rescanning the file cleans it and allows you to restore it for normal use. Restore Place each selected item back in its original location on the computer. The restored item will overwrite any other items with the same name in that location. Virus and spyware protection detected this item because it considers the item to be a threat. Do not restore the item unless you are sure it is safe. Delete Remove each selected item from the quarantine folder, along with all associated registry keys and cookies. No copy will remain on the computer. 5 Check the status of each item: Cleaned The item was cleaned successfully and can be used safely. A backup copy of the original item was placed in a quarantine folder, in a proprietary binary format. Clean failed The item cannot be cleaned. Delete failed The item cannot be cleaned or deleted. If it is in use, close it and attempt the clean again. If it resides on read-only media, such as CD, no further action is required. The virus and spyware protection service has prevented the original item from accessing the computer, but it cannot delete the item. Any items copied to the computer have been cleaned. If you are not sure why the item could not be cleaned, a risk might still exist. Quarantined You have not performed any action on this item since it was placed in the quarantine folder. 6 Select Get more information on the threats detected to open a browser window and visit the McAfee Labs Threat Library. 7 Click Back to close the Quarantine Viewer and return to the console. Viewing user-approved programs and applications Use this SecurityCenter task to see which applications users have approved to run on their computers. You can also add the applications to one or more policies so they will not be detected as unrecognized programs on computers using the policies. For option definitions, click? in the interface. 1 From the SecurityCenter, do any of the following: Click the Computers tab, then click a number in the User-Approved Applications column to view applications for the associated computer. Click the Computers tab, then click the name of a computer. In the Computer Details page, under Detections, click a number in the User-Approved Applications column to view applications. 2 To add the application to one or more policies, in the User-Approved Applications list, under Actions click Allow. 3 In the Add Approved Application page, select each policy where you want to add the application, then click Save. 86 McAfee SaaS Endpoint Protection Product Guide

87 Using the Virus and Spyware Protection Service Managing detections 4 See also Approving and unapproving programs in a policy on page 82 Configuring options for Internet applications on page 100 Viewing threats detected on the account Use this SecurityCenter task to view the Detections report. The Detections report lists these types of threats detected on all the client computers on your account: virus and malware threats potentially unwanted programs buffer overflow processes cookies For option definitions, click? in the interface. 1 Click the Reports tab, then click Detections. 2 In the Detections report, view detailed information about detections and the computers where detections occurred by using one of these methods. When you want to... Display computers or detections Do this... Click the triangle icon next to a name. Under a computer name, show which detections were found. Under a detection name, show the computers where it was found. Click a group name to display computers in that group. View details about detections If detections are listed for a computer, click a quantity to display details. Click a quantity for Detected Objects to display a list of detected threats and their status. From the Detections List, click the name of a detection to display detailed information from the McAfee Labs Threat Library. View details about a computer where a detection occurred Click a computer name to display the Computer Details page, which displays information about the computer, its service components, and its detections. See also Viewing historical information about detections on page 88 Viewing unrecognized programs detected on the account Use this SecurityCenter task to view the Unrecognized Programs report, which lists potentially unwanted programs detected on all the client computers on your account. McAfee SaaS Endpoint Protection Product Guide 87

88 4 Using the Virus and Spyware Protection Service Managing detections For option definitions, click? in the interface. 1 Click the Reports tab, then click Unrecognized Programs. 2 In the Unrecognized Programs report, view detailed information about unrecognized programs and the computers where they were detected by using one of these methods. When you want to... Display computers or detections Do this... Click the triangle icon next to a name. Under a computer name, show which programs were detected. Under a program name, show the computers where it was detected. Click a group name to display computers in that group. View details about detections View details about a computer where a detection occurred Approve a program Click the name of a potentially unwanted program to display detailed information from the McAfee Labs Threat Library. Click a computer name to display the Computer Details page, which displays information about the computer, its service components, and its detections. Click Allow, select one or more programs, select one or more policies where the programs will be approved, then click Save. The selected programs will no longer be detected as threats on computers using the selected policies. See also Approving and unapproving programs in a policy on page 82 Configuring options for Internet applications on page 100 Viewing historical information about detections Use this SecurityCenter task to view the Detection History report. The Detection History report shows summary information for the detections on your account over the past year. Data can be displayed by month or by quarter. This information can help you determine how successfully your protection features have performed, and whether strategies you have implemented, such as user education or policy adjustments, have been effective. For option definitions, click? in the interface. 1 Click the Reports tab, then click Detections. 2 In the Detection History report, view a chart of summary information about threats detected over the past year by selecting the appropriate options. When you want to... Display information for the last year in monthly increments. Display information for the last year in quarterly increments. Do this... In the Display by list, select Monthly. In the Display by list, select Quarterly. 88 McAfee SaaS Endpoint Protection Product Guide

89 Using the Virus and Spyware Protection Service Reports for virus and spyware protection 4 When you want to... Display detections for all the computers on your account. Display detections for a single group. Do this... In the Groups list, select All. In the Groups list, select the group for which you want to display data. See also Viewing threats detected on the account on page 87 Reports for virus and spyware protection View information about virus and spyware detections in administrative reports available from the Reports page of the SecurityCenter. Reports provide details about the specific threats detected and the history of detections over the past year. Detections report Lists the malware threats, potentially unwanted programs, buffer overflow processes, and cookies that the virus and spyware protection service detected on client computers. Unrecognized Programs report Lists programs detected on client computers that are not recognized by spyware protection and firewall protection. Allows you to approve programs from within the report. Detection History report Graphs detections on client computers over the past year. See also Viewing threats detected on the account on page 87 Viewing user-approved programs and applications on page 86 Viewing unrecognized programs detected on the account on page 87 Viewing historical information about detections on page 88 Best practices (virus and spyware protection) To develop an effective strategy for guarding against virus and spyware threats, we recommend that you proactively track the types of threats being detected on your network and where they are occurring. 1 Check your status s or the SecurityCenter website for an overview of your account s status. Ensure that computers in your account are up-to-date. Ensure that protection is installed on all computers. 2 Check the Detections report regularly to see what is being detected. 3 Check the Unrecognized Programs report frequently to monitor the programs that users are approving on client computers. If you know some of the programs are safe and do not want them to be detected as potentially unwanted, add them to policies as approved programs. 4 To centralize management and more easily monitor the types of programs allowed on client computers, define client security settings in a policy. McAfee SaaS Endpoint Protection Product Guide 89

90 4 Using the Virus and Spyware Protection Service Best practices (virus and spyware protection) 5 If particular types of detections are occurring frequently or certain computers appear vulnerable, update the policy to resolve these issues. Schedule scans or add exclusions. Enable advanced scanning options. Ensure that spyware protection is enabled. For maximum protection, set your spyware protection mode to Protect to automatically clean potentially unwanted programs. Protect mode is not the default setting. For maximum protection, create a policy that includes Protect mode. Enable all advanced spyware options. 6 Use learn mode to identify which programs to add to the Approved Programs list. This ensures that no required programs are deleted before you have the opportunity to authorize their use. Then change your spyware protection mode to Protect. 7 View the Detection History report periodically to discover trends specific to your network, and verify your strategy s success in reducing detections. 90 McAfee SaaS Endpoint Protection Product Guide

91 5 5 Using the Firewall Protection Service The firewall protection service checks for suspicious activity in communications sent between client computers and network resources or the Internet. As the administrator, you can define what constitutes suspicious activity and how the firewall protection service responds to: IP addresses and communication ports that attempt to communicate with your computer. You can specify whether to allow or block communications from other IP addresses on your network or outside your network, or you can identify specific IP addresses and ports to allow or block. Applications that attempt to access the Internet. You can use McAfee's recommendations for safe Internet applications, or you can identify specific applications to allow or block. You can also select the firewall protection service's response to detections of unrecognized applications. The firewall protection service has two primary modes: users configure firewall settings and an administrator configures firewall settings. The McAfee default policy is configured to let client computer users decide which communications and applications the firewall protection service allows. The administrator setting puts all or partial control with the administrator. To ensure the highest level of protection for your network, we recommend that an administrator configure settings for the firewall protection service in one or more policies, which are then assigned to client computers. When an administrator configures the settings, it is important that the applications and communications that are important to your users are allowed before deploying the policy. This ensures that no important communications are blocked. Contents Connection type and detections of incoming communications Firewall protection mode and detections of unknown applications The role of IP addresses The role of system service ports Configuration of the firewall protection service Configuring policy options Configuring custom connections Installing and enabling firewall protection at the policy level Managing detections Reports for the firewall protection service Best practices (firewall protection) McAfee SaaS Endpoint Protection Product Guide 91

92 5 Using the Firewall Protection Service Connection type and detections of incoming communications Connection type and detections of incoming communications The firewall protection service monitors communications coming into the network (known as inbound events) to determine whether they meet criteria specified for safe communications. If an event does not meet the criteria, it is blocked from reaching computers on the network. Specify criteria by selecting the type of connection client computers are using. A policy option setting determines whether the administrator or the user selects the connection type. Types of connections The connection type defines the environment where client computers are used. It determines what the firewall protection service considers to be suspicious activity and, therefore, which IP addresses and ports are allowed to communicate with the network computers. Select from three connection environments. Select this... When the computer... Then the firewall protection service... Untrusted network Is connected directly to the Internet. For example: through a dial-up connection, a DSL line, or a cable modem; through any type of connection in a coffee shop, hotel, or airport. Blocks communications with all other computers, including those on the same subnet. This is the default setting for client operating systems. Trusted network Is connected indirectly to a network that is separated from the Internet by a hardware router or firewall. For example: in a home or office network. Allows communications with other computers on the same subnet, but blocks all other network communications. This is the default setting for server operating systems. Custom Should communicate only through specific ports or with a specific range of IP addresses, or the computer is a server providing system services. Allows communications with the ports and IP addresses you specify, blocks all other communications. When you select this option, an Edit button becomes available that enables you to configure options. Additional information about connection types It is important to update the connection type whenever the working environment changes. For example, mobile users who connect to both secured (trusted) and unsecured (untrusted) networks must be able to change their setting accordingly. A policy option specifies whether the firewall protection service tracks blocked events for reporting purposes. When the option is enabled, you can see a listing of all blocked events in the report entitled Inbound Events Blocked by Firewall. The connection type does not affect the way that the firewall protection service handles detections of Internet applications running on client computers. See also Selecting general firewall settings on page 99 Configuring custom connections on page McAfee SaaS Endpoint Protection Product Guide

93 Using the Firewall Protection Service Connection type and detections of incoming communications 5 Custom connections Trusted and untrusted connection types let you specify whether to allow or block communications originating within a network. Configure a custom connection type when you want to be more specific about where communications originate. When you set up a custom connection, you can designate: Open and blocked ports, through which a computer can and cannot receive communications. This is required to set up a computer as a server that provides system services. The server will accept communications through any open port from any computer. Conversely, it will not accept communications through any blocked port. IP addresses from which a computer can receive communications. This allows you to limit communications to specific IP addresses. Configure settings for custom connections on the General tab of the Firewall Protection policy page. McAfee SaaS Endpoint Protection Product Guide 93

94 5 Using the Firewall Protection Service Firewall protection mode and detections of unknown applications Once configured, custom connection settings are saved until you reconfigure them. If you temporarily select a Trusted network or Untrusted network connection type, the custom settings will still be there the next time you want to configure a custom connection. Custom settings configured on the SecurityCenter are ignored on client computers if firewall protection mode is set to Prompt. In Prompt mode, settings configured by users override administrator settings. See also Configuring custom connections on page 101 Firewall protection mode and detections of unknown applications The firewall protection mode determines whether the firewall protection service allows unrecognized applications to access the Internet. The firewall protection service monitors communications with Internet applications, which connect to the Internet and communicate with client computers. When it detects an Internet application running on a computer, it either allows the application to connect to the Internet or blocks the connection, depending on the firewall protection mode selected in the policy assigned to the client computer. In this mode... The firewall protection service does this... Protect Prompt Report Blocks the suspicious activity. Displays a dialog box with information about the detection, and allows the user to select a response. This setting is the default. Sends information about suspicious activity to the SecurityCenter and takes no additional action. For all modes, detections are reported to the SecurityCenter, where you can view information about them in reports. To prevent popup prompts from appearing on client computers when applications are detected, and for highest security, we recommend using Protect mode. 94 McAfee SaaS Endpoint Protection Product Guide

95 Using the Firewall Protection Service The role of IP addresses 5 How policy options are implemented in the three protection modes Use the following table to determine how policy options are implemented in the different protection modes. Mode Report Behavior of the firewall protection service Users are not prompted about detections. Detections are reported to the SecurityCenter. Administrator can select allowed applications, which are not reported as detections. Can be used as a "learn" mode to discover which applications to allow and block. Prompt Users are prompted about detections. Detections are reported to the SecurityCenter. Administrator can select allowed applications. These applications are not reported as detections, and users are not prompted for a response to them. Users can approve additional applications in response to prompts. These are reported to the SecurityCenter. Protect Users are not prompted about detections. Users are notified about blocked applications. Detections are reported to the SecurityCenter. Administrator can select allowed applications, which are not reported as detections. If the policy is changed from Prompt mode to Protect mode or Report mode, the firewall protection service saves user settings for allowed applications. If the policy is then changed back to Prompt mode, these settings are reinstated. See also Configuring options for Internet applications on page 100 Use learn mode to discover Internet applications Report mode can be used as a learn mode to help you determine which applications to allow. In Report mode, the firewall protection service tracks but does not block unrecognized Internet applications. You can review detected applications in the Unrecognized Programs report and approve those that are appropriate for your policy. When you no longer see applications you want to allow in the report, change the policy setting to Prompt or Protect mode. The role of IP addresses An IP address is used to identify any device that originates or receives a request or a message over networks and the Internet (which comprises a very large group of networks). Each IP address uses a unique set of hexadecimal characters to identify a network, a subnetwork (if applicable), and a device within the network. An IP address enables: McAfee SaaS Endpoint Protection Product Guide 95

96 5 Using the Firewall Protection Service The role of system service ports The request or message to be delivered to the correct destination. The receiving device to know where the request or message originated and where to send a response if one is required. McAfee SaaS Endpoint Protection allows you to configure a custom connection to accept only communications that originate from designated IP addresses. You can specify IP addresses that conform to either of these standards: IPv4 (Internet Protocol Version 4) The most common Internet addressing scheme. Supports 32-bit IP addresses consisting of four groups of four numbers between 0 and 255. IPv6 (Internet Protocol Version 6) Supports 128-bit IP addresses consisting of eight groups of four hexadecimal characters. See also Configuring IP addresses on page 103 The role of system service ports System services communicate through ports, which are logical network connections. Common Windows system services are typically associated with particular service ports, and your computer s operating system or other system applications might attempt to open them. Because these ports represent a potential source of intrusions into a client computer, you must open them before the computer can communicate through them. Certain applications, including web servers and file-sharing server programs, must accept unsolicited connections from other computers through designated system service ports. When configuring a custom connection, you can: Allow applications to act as servers on the local network or the Internet. Add or edit a port for a system service. Disable or remove a port for a system service. Select a port for system services only if you are certain it must be open. You will rarely need to open a port. We recommend that you disable unused system services. Examples of system services that typically require ports to be opened are: server You do not need to open a mail server port to receive . You need to open a port only if the computer running the firewall protection service acts as an server. Web server You do not need to open a web server port to run a web browser. You need to open a port only if the computer running the firewall protection service acts as a web server. An opened service port that does not have an application running on it poses no security threat. However, we recommend that you close unused ports. See also Configuring system services and port assignments on page McAfee SaaS Endpoint Protection Product Guide

97 Using the Firewall Protection Service Configuration of the firewall protection service 5 Standard assignments for system service ports These commonly used standard service ports are listed by default, where you can open or close them: File and Print Sharing Remote Desktop Remote Assistance You can add other service ports as needed. Standard service ports for typical system services are: System Service Port(s) File Transfer Protocol (FTP) Mail Server (IMAP) 143 Mail Server (POP3) 110 Mail Server (SMTP) 25 Microsoft Directory Server (MSFT DS) 445 Microsoft SQL Server (MSFT SQL) 1433 Network Time Protocol Port 123 Remote Assistance / Terminal Server (RDP) 3389 (same as Remote Assistance and Remote Desktop) Remote Procedure Calls (RPC) 135 Secure Web Server (HTTPS) 443 Universal Plug and Play (UPNP) 5000 Web Server (HTTP) 80 Windows File Sharing (NETBIOS) (same as File and Print Sharing) See also Configuring system services and port assignments on page 102 Configuration of the firewall protection service Protecting computers from suspicious activity with a firewall involves monitoring network activity to identify applications, IP addresses, and ports, and blocking those that could cause harm. There are two methods of configuring the firewall protection service: McAfee SaaS Endpoint Protection Product Guide 97

98 5 Using the Firewall Protection Service Configuration of the firewall protection service The administrator configures settings in a policy. Client computer users configure settings for their computers. For the highest level of security, we recommend that administrators configure settings for the firewall protection service. If you allow users to configure the settings, it is important to educate them about threats and strategies for avoiding risk. Configuring the settings enables you, the administrator, to control which applications and communications are allowed on your network. It provides the means for you to ensure the highest level of security. You can also allow users to configure their own firewall protection settings. In this case, no other firewall policy options are available for you to select. This is the default setting. 98 McAfee SaaS Endpoint Protection Product Guide

99 Using the Firewall Protection Service Configuring policy options 5 Interaction between user and administrator policy settings The firewall protection service handles the settings that you and users configure in a special way. This enables settings to be controlled by either you or the users at different times. Settings that users select are never discarded, but whether they are used depends on the policy settings assigned to their computers. These also determine whether options for configuring the firewall protection service are displayed in the client console. If the administrator configures... The user settings are... Options available for users to configure? No policy settings Active Yes Protect mode Automatically block unrecognized Internet applications Report mode Report unrecognized Internet applications but take no other action Prompt mode Prompt users for a response when unrecognized Internet applications are detected Inactive Merged with administrator settings. When they differ, user settings take precedence. For example, if a user approves a program, it is allowed even if the administrator has not approved it. No Yes Configuring policy options Use these tasks to select policy options for firewall behavior on client computers. s Selecting general firewall settings on page 99 Use this task to configure the general settings for the firewall protection service. Configuring options for Internet applications on page 100 Use this SecurityCenter task to configure the way the firewall protection service responds to detections of Internet applications. Tracking blocked communications on page 101 Use this SecurityCenter task to track communication attempts (known as events) between client computers and network resources that the firewall protection service blocks. Selecting general firewall settings Use this task to configure the general settings for the firewall protection service. Who configures the firewall Connection type To ensure the highest level of security, we recommend that administrators configure firewall settings. If you allow users to configure the settings, it is important to educate them about threats and strategies for avoiding risk. McAfee SaaS Endpoint Protection Product Guide 99

100 5 Using the Firewall Protection Service Configuring policy options For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 3 Under Firewall Configuration, select Administrator configures firewall or User configures firewall. If you select the administrator option, additional policy options are displayed for you to configure. 4 Under Connection Type, select an option. 5 If you selected Custom, click Edit to configure related options. These are described in another section of this document. 6 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also Configuring custom connections on page 101 Connection type and detections of incoming communications on page 92 Configuring options for Internet applications Use this SecurityCenter task to configure the way the firewall protection service responds to detections of Internet applications. These policy option settings determine: Whether the firewall protection service checks the list of Internet applications that McAfee has determined to be safe at the website. Whether the firewall protection service blocks an unrecognized application, prompts users for a response, or simply reports it to the SecurityCenter. Specific applications to allow or block. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 3 Under Firewall Configuration, select or deselect the Use Smart Recommendations to automatically approve common Internet applications option. 4 Under Firewall Protection Mode, select an option. To help identify applications required for your users to conduct business, you can use Report mode as a "learn" mode, then view unrecognized programs in a report. You can also select Prompt mode, then look at the applications users have approved on their systems and add them to a policy. 5 Click the Allowed Internet Applications tab. This tab lists all the Internet applications detected on the computers in your account. 100 McAfee SaaS Endpoint Protection Product Guide

101 Using the Firewall Protection Service Configuring custom connections 5 6 Select options as needed. Select this... Allow Allow All Block Block All To do this... Allow the application. Allow all the applications listed. Block the application. Block all the applications listed. 7 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also Viewing user-approved programs and applications on page 86 Viewing unrecognized programs detected on the account on page 87 Firewall protection mode and detections of unknown applications on page 94 Tracking blocked communications Use this SecurityCenter task to track communication attempts (known as events) between client computers and network resources that the firewall protection service blocks. View information about these events in the report entitled Inbound Events Blocked by the Firewall. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 3 Under Firewall Reporting Configuration, select Report blocked events. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also Viewing blocked communications on page 106 Configuring custom connections Use these tasks to configure system service ports and IP addresses for custom connections. s Configuring system services and port assignments on page 102 Use this SecurityCenter task to configure system service port assignments for a custom connection. Configuring IP addresses on page 103 Use this SecurityCenter task to add or remove a range of IP addresses in a custom connection. See also Selecting general firewall settings on page 99 Connection type and detections of incoming communications on page 92 Custom connections on page 93 McAfee SaaS Endpoint Protection Product Guide 101

102 5 Using the Firewall Protection Service Configuring custom connections Configuring system services and port assignments Use this SecurityCenter task to configure system service port assignments for a custom connection. This task allows you to add, remove, or modify a service by specifying its name and the ports through which it communicates with client computers using the policy. Opening a system service port on a client computer allows it to act as a server on the local network or Internet. Closing a port blocks all communications through the ports with client computers using the policy. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 3 Under Connection Type, select Custom settings, then click edit. 4 On the Firewall Custom Settings panel, under Allowed Incoming Connections, configure a service by using one of these methods. To do this... Allow an existing service by opening its ports Perform these steps... 1 Select the checkbox for a service listed in the table. 2 Click OK. Computers using this policy will accept communications through the ports assigned to the service. Add a new service and open its ports Modify an existing service Block an existing service and close its ports 1 Click Add Connection. 2 In the Add or Edit Incoming Connection panel, type a name for the service, type the ports through which the service will communicate with computers using this policy, then click OK. 1 For a service listed in the table, click edit. 2 In the Add or Edit Incoming Connection panel, modify the name for the service and/or the ports through which the service will communicate with computers using this policy, then click OK. 1 For a service listed in the table, click Block. 2 Click OK. The service is removed from the list, and computers using this policy will not accept communications through the ports assigned to the blocked service. 5 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) See also The role of system service ports on page 96 Standard assignments for system service ports on page McAfee SaaS Endpoint Protection Product Guide

103 Using the Firewall Protection Service Configuring custom connections 5 Configuring IP addresses Use this SecurityCenter task to add or remove a range of IP addresses in a custom connection. Client computers using this policy will accept communications originating only from the IP addresses you add. Specify IP addresses and system service ports through which to communicate by using separate tasks. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 3 Under Connection Type, select Custom settings, then click edit. 4 On the Firewall Custom Settings panel, under Allowed Incoming Addresses, configure a range of IP addresses for computers using this policy by using one of these methods. To do this... Accept communications from any IP address Accept communications from IP addresses on the subnet where the computers are located Accept communications from the specified addresses Perform these steps... 1 Select Any computer. 2 Click OK. 1 Select My network (the subnet only). 2 Click OK. 1 Select Specific address range. 2 Type a beginning and ending IP address range in either IPv4 or IPv6 format. 3 Click Approve. The IP address range is displayed in a the list of allowed addresses. 4 Click OK. Computers using this policy will accept communications originating from all IP addresses in the list you approved. Block an existing range of IP addresses 1 For the IP address range, click Block. The IP address range is removed from the list of allowed addresses. 2 Click OK. Computers using this policy will not accept communications originating from the IP addresses you removed from the list. When using a computer in multiple locations, you might want to specify more than one range of IP addresses. For example, you might want one IP address range for office use and another for home use. To specify multiple address ranges, repeat step 4, enter another address range, then click Add again. 5 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) McAfee SaaS Endpoint Protection Product Guide 103

104 5 Using the Firewall Protection Service Installing and enabling firewall protection at the policy level See also The role of IP addresses on page 95 Installing and enabling firewall protection at the policy level Use these tasks to install or enable the firewall protection service automatically for all computers using the policy. s Installing firewall protection during policy updates on page 104 Use this task to install the firewall protection service automatically whenever client computers check for an updated policy. Enabling and disabling firewall protection on page 104 Use this task to enable or disable the firewall protection service on all client computers using the policy. Installing firewall protection during policy updates Use this task to install the firewall protection service automatically whenever client computers check for an updated policy. You might want to use this feature for adding the firewall protection service on computers where the client software for other protection services is already installed. By default, this option is disabled. Enabling this feature can result in unattended installations on computers where no one is available to authorize communications that are consequently blocked by the firewall protection service. If this feature is used to install the firewall protection service on a server, it is important to configure essential system services first, to prevent disruptions. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 3 Under Firewall Configuration, select Automatically install firewall protection on all computers using this policy. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Enabling and disabling firewall protection Use this task to enable or disable the firewall protection service on all client computers using the policy. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Firewall Protection, then click the General Settings tab. 104 McAfee SaaS Endpoint Protection Product Guide

105 Using the Firewall Protection Service Managing detections 5 3 Under Firewall Status, select On or Off. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Managing detections Use these tasks to view and manage suspicious activity and unrecognized applications detected by the firewall protection service. s Viewing unrecognized programs detected on the account on page 87 Use this SecurityCenter task to view the Unrecognized Programs report, which lists potentially unwanted programs detected on all the client computers on your account. Viewing user-approved programs and applications on page 86 Use this SecurityCenter task to see which applications users have approved to run on their computers. Viewing blocked communications on page 106 Use this SecurityCenter task to view a list of communications that the firewall protection service prevented from reaching client computers. Viewing unrecognized programs detected on the account Use this SecurityCenter task to view the Unrecognized Programs report, which lists potentially unwanted programs detected on all the client computers on your account. For option definitions, click? in the interface. 1 Click the Reports tab, then click Unrecognized Programs. 2 In the Unrecognized Programs report, view detailed information about unrecognized programs and the computers where they were detected by using one of these methods. When you want to... Display computers or detections Do this... Click the triangle icon next to a name. Under a computer name, show which programs were detected. Under a program name, show the computers where it was detected. Click a group name to display computers in that group. View details about detections View details about a computer where a detection occurred Approve a program Click the name of a potentially unwanted program to display detailed information from the McAfee Labs Threat Library. Click a computer name to display the Computer Details page, which displays information about the computer, its service components, and its detections. Click Allow, select one or more programs, select one or more policies where the programs will be approved, then click Save. The selected programs will no longer be detected as threats on computers using the selected policies. McAfee SaaS Endpoint Protection Product Guide 105

106 5 Using the Firewall Protection Service Managing detections See also Approving and unapproving programs in a policy on page 82 Configuring options for Internet applications on page 100 Viewing user-approved programs and applications Use this SecurityCenter task to see which applications users have approved to run on their computers. You can also add the applications to one or more policies so they will not be detected as unrecognized programs on computers using the policies. For option definitions, click? in the interface. 1 From the SecurityCenter, do any of the following: Click the Computers tab, then click a number in the User-Approved Applications column to view applications for the associated computer. Click the Computers tab, then click the name of a computer. In the Computer Details page, under Detections, click a number in the User-Approved Applications column to view applications. 2 To add the application to one or more policies, in the User-Approved Applications list, under Actions click Allow. 3 In the Add Approved Application page, select each policy where you want to add the application, then click Save. See also Approving and unapproving programs in a policy on page 82 Configuring options for Internet applications on page 100 Viewing blocked communications Use this SecurityCenter task to view a list of communications that the firewall protection service prevented from reaching client computers. Before you begin The Report blocked events option must be enabled on the General Settings tab of the Firewall Protection policy page. For the purposes of this report, each attempt to communicate is called an event. 106 McAfee SaaS Endpoint Protection Product Guide

107 Using the Firewall Protection Service Reports for the firewall protection service 5 For option definitions, click? in the interface. 1 Click the Reports tab, then click Inbound Events Blocked by Firewall. 2 In the report, view detailed information about detections and the computers where detections occurred by using one of these methods. When you want to... Display computers or detections Do this... Click the triangle icon next to a name. Under a computer name, show which detections were found. Under a detection name, show the computers where it was found. Click a group name to display computers in that group. View details about events View details about a computer Click a quantity under Events to display the Inbound Event List, which shows the name of the event, the number of occurrences, and the date on which it was detected. Click a computer name to display the Computer Details page, which displays information about the computer, its service components, and its detections. See also Tracking blocked communications on page 101 Reports for the firewall protection service You can view information about firewall detections in administrative reports available from the SecurityCenter on the Reports page. Reports provide details about the specific threats detected over the past year. Unrecognized Programs Lists programs detected on client computers that are not recognized by the virus and spyware protection service and the firewall protection service. Allows you to approve Internet applications from within the report. Inbound Events Blocked by Firewall Lists the incoming communication attempts that the firewall protection service prevented client computers from receiving, where they originated, and to which computer they were sent. See also Viewing user-approved programs and applications on page 86 Viewing unrecognized programs detected on the account on page 87 Viewing blocked communications on page 106 McAfee SaaS Endpoint Protection Product Guide 107

108 5 Using the Firewall Protection Service Best practices (firewall protection) Best practices (firewall protection) To effectively manage your strategy for guarding against suspicious activity, we recommend that you proactively track the types of threats being detected and where they are occurring. 1 Check your status s or the SecurityCenter website for an overview of your account s status. Ensure that protection is installed on all computers. 2 To centralize management and more easily monitor the types of applications and communications allowed on client computers, configure client settings for the firewall protection service in a policy. 3 Use McAfee's recommendations for commonly used, safe Internet applications. When this option is enabled, applications rated safe on McAfee's site are approved automatically, minimizing the need for you or users to approve applications manually. 4 Check the Unrecognized Programs report frequently to monitor the Internet applications that users are allowing on client computers. If you know some of the applications are safe and do not want them to be detected as threats, add them to policies. 5 If you want to monitor the inbound communications that firewall protection has blocked, select the Report blocked events policy option, then check the Inbound Events Blocked by Firewall report regularly. 6 Use learn mode to identify which Internet applications to allow. This ensures that no applications required for your business are blocked before you have the opportunity to authorize their use. Then change the protection mode to Protect. 7 If particular types of suspicious activity are occurring frequently or certain computers appear vulnerable, update the policy to resolve these issues. Ensure that the firewall protection service is enabled. Carefully specify the environment where client computers are used. For users with mobile computers, ensure that they know how to select the correct connection type each time their environment changes and that their policy allows them to do so. Before installing the firewall protection service on a server, ensure that the server s system services and Internet applications are configured correctly. If there is a possibility that the firewall protection service might be installed when no user is present to monitor the installation, disable the policy setting for Automatically install the desktop firewall on all computers using this policy. When running the firewall protection service on a server, ensure that system service ports are configured correctly to prevent disruption of system services. Ensure that no unnecessary ports are open. For maximum protection, set firewall protection mode to Protect to automatically block suspicious activity. 8 If your account includes computers that are operated in multiple environments, such as in the office and in unsecured public networks, update the policy appropriately. Configure policy options that allow users to select their connection type to match their environment. Be sure they know when and how to select the appropriate connection type. If you configure custom connections that include IP addresses, specify ranges of IP addresses appropriate for all their working environments. 108 McAfee SaaS Endpoint Protection Product Guide

109 6 6 Using the Browser Protection Service and Web Filtering The browser protection service displays two types of information in the web browser window on client computers to safeguard users against web-based threats. A safety rating for each website. A safety report for each website that includes a detailed description of test results and feedback submitted by users and site owners. The web filtering module, available with some versions of McAfee SaaS Endpoint Protection, provides features for regulating access to websites. Policy options allow administrators to control access to sites based on their safety rating, the type of content they contain, and their URL or domain name. Contents Browser protection features How safety ratings are compiled Safety icons and balloons protect during searches SiteAdvisor menu protects while browsing Safety reports provide details Information that browser protection sends to McAfee Installing browser protection during policy updates Web filtering features Enabling and disabling browser protection via policy Enabling and disabling browser protection at the client computer Block and warn sites by safety ratings Block and warn sites by content Authorize and prohibit sites by URL or domain Customizing messages for users Viewing browsing activity Web Filtering report Best practices (browser protection) McAfee SaaS Endpoint Protection Product Guide 109

110 6 Using the Browser Protection Service and Web Filtering Browser protection features Browser protection features As the browser protection service runs on client computers, it notifies users about threats they might encounter when searching or browsing websites by displaying icons and reports. Safety rating for each site and site resource When searching, a safety rating designated by a green, yellow, red, or gray icon appears next to each site listed on a search results page. When browsing, the SiteAdvisor menu button appears in the browser window in the color that matches the safety rating for the current site. Safety report for each site The report includes a detailed description of test results and feedback submitted by users and site owners. Users access safety reports to learn more about how the safety rating for a site was calculated. The browser protection service supports these browsers: Microsoft Internet Explorer browser (versions 6.0, 7.0, and 8.0) Mozilla Firefox browser (versions 2.0, 3.0, and 3.5) The only difference in functionality between the browsers is that Firefox does not allow users to hide the SiteAdvisor menu button with the View Toolbars command or check file downloads. Web filtering features Some versions of McAfee SaaS Endpoint Protection include the web filtering module, which provides features that enable administrators to monitor and regulate browser activity on network computers. Control user access to websites and file downloads, based on their safety rating or type of content. Create a list of authorized and prohibited sites, based on their URL or domain. Block user access to phishing pages. Customize the message that browser protection displays on computers that attempt to access a blocked website. Web filtering policy options also allow administrators to disable the browser protection service at the policy level or from an individual client computer. How safety ratings are compiled A McAfee team derives safety ratings by testing a variety of criteria for each site and evaluating the results to detect common threats. Automated tests compile safety ratings for a website by: Downloading files and checking for viruses and potentially unwanted programs bundled with the download. Entering contact information into signup forms and checking for resulting spam or a high volume of non-spam s sent by the site or its affiliates. 110 McAfee SaaS Endpoint Protection Product Guide

111 Using the Browser Protection Service and Web Filtering Safety icons and balloons protect during searches 6 Checking for excessive popup windows. Checking for attempts by the site to exploit browser vulnerabilities. Checking for deceptive or fraudulent practices employed by a site. The team assimilates test results into a safety report that can also include: Feedback submitted by site owners, which might include descriptions of safety precautions used by the site or responses to user feedback about the site. Feedback submitted by site users, which might include reports of phishing scams, bad shopping experiences, and selling services that can be obtained without cost from other sources. Additional analysis by McAfee professionals. Safety icons and balloons protect during searches When users type keywords into a popular search engine such as Google, Yahoo!, MSN, Ask, or AOL.com, color-coded safety icons appear next to sites listed in the search results page. (Green, checkmark) Tests revealed no significant problems. (Yellow, exclamation point) Tests revealed some issues users should know about. For example, the site tried to change the testers browser defaults, displayed popups, or sent them a significant amount of non-spam . (Red, x) (Red, bar) (Gray, question mark) Tests revealed some serious issues that users should consider carefully before accessing this site. For example, the site sent testers spam or bundled adware with a download. This site is blocked by a policy option. This site is unrated. Placing the cursor over an icon displays a safety balloon that summarizes the safety report for a site. Click Read site report for a detailed safety report. Using site safety balloons Before visiting a site listed on a search page, check safety information about the site. Use this task to view safety information about a site through its safety rating icon. 1 Hold the cursor over the site s safety icon. A safety balloon displays a high-level summary of the site s safety report. 2 For additional details, either: Click Read site report in the safety balloon to view details of the site's safety report. Click Troubleshoot when a communication error occurs, which results in no safety rating being displayed. No rating for a site might be caused by a broken Internet connection or a problem with the server maintained by McAfee where ratings information is stored. Testing communication problems Use this task from a client computer to determine why the browser protection service is not communicating with the server that provides safety ratings information. Communication problems are indicated by a gray SiteAdvisor menu button with disconnected cables. McAfee SaaS Endpoint Protection Product Guide 111

112 6 Using the Browser Protection Service and Web Filtering SiteAdvisor menu protects while browsing 1 Hold the cursor over the SiteAdvisor menu button to display the safety balloon. 2 In the safety balloon, click Troubleshooting. Three connectivity tests run to verify that: The computer can connect to the Internet. The server where site safety ratings information is stored is running. The server is responding to requests for site safety ratings information. 3 Check the results when they are displayed and follow any instructions to resolve the problem. 4 If you have taken steps to resolve the problem and want to test the connection, click Repeat Tests. SiteAdvisor menu protects while browsing When users browse to a website, a color-coded menu button appears in the top-left corner of the window. The color of the menu button corresponds to the site s safety rating. Placing the cursor over this button displays a safety balloon that summarizes the safety report for the site, with a link to the detailed site report page. The menu button next to the icon displays the SiteAdvisor menu. This button... With this color and symbol... Indicates this... Green, checkmark Yellow, exclamation point Red, x Gray, question mark Gray, disconnected cables The site is safe. There might be some issues with the site. There might be some serious issues with the site. No rating is available for the site. Your browser is not communicating with the SiteAdvisor website that contains rating information. When the browser protection service is disabled, the menu button is gray. When visiting a site on your network's intranet, the menu button is gray. The browser protection service does not report visits to intranet sites to the server where safety ratings information is stored. When a communication error occurs with the server where safety ratings information is stored, the menu button is gray with disconnected cables. In Internet Explorer, users can display or hide the menu button by using the View Toolbars McAfee SiteAdvisor menu option. This does not affect the functional status (enabled or disabled) of the client software for the browser protection service. Firefox users cannot hide the menu button while the browser protection service is enabled. 112 McAfee SaaS Endpoint Protection Product Guide

113 Using the Browser Protection Service and Web Filtering Safety reports provide details 6 Using the SiteAdvisor menu Use this task to display menu options for accessing features of the browser protection service Click the down arrow on the SiteAdvisor menu button to view the SiteAdvisor menu. Select this command... View Site Report To do this... Display the safety report for the current site (not available when the browser protection service is disabled). You can also click Read site report in the site safety balloon. Show Balloon Display the current site s safety balloon (not available when the browser protection service is disabled). The balloon disappears after a few seconds, or you can click the close button. The site safety balloon also appears by placing the cursor over the menu button. Disable/Enable SiteAdvisor About Turn the client software for the browser protection service off or on (available only when a policy option is configured to allow this functionality). Access a brief description of the browser protection service, its license agreement, and its privacy policy. Safety reports provide details Users can supplement the color-coded safety information for a site by viewing its detailed safety report. These reports describe specific threats discovered by testing and include feedback submitted by site owners and users. Safety reports for sites are delivered from a dedicated server maintained by McAfee. They provide the following information: Item Summary Established Country Popularity Explanation The overall rating for the website. We determine this rating by looking at a wide variety of information. First, we evaluate a website's and download practices using our proprietary data collection and analysis techniques. Next, we examine the website itself to see if it engages in annoying practices such as excessive pop-ups or requests to change your home page. Then we perform an analysis of its online affiliations to see if the site associates with other sites flagged as red. Finally, we combine our own review of suspicious sites with feedback from our volunteer reviewers and alert you to sites that are deemed suspicious. The year the domain name was registered. More recently registered websites have had less time to prove their safety and trustworthiness. The country where a domain is registered. Keep in mind that it's sometimes more difficult to get good customer service or resolve disputes with websites registered outside of your country of residence. The level of how popular the website is. Don't assume, however, that popularity always goes hand in hand with safety. For example, some very popular prize sites send lots of spam, and some very popular file-sharing programs bundle adware. Likewise, many personal websites, blogs, and small business sites that do not get a lot of traffic can be safe to browse and use. That's why the analysis behind McAfee's overall verdict is so useful. McAfee SaaS Endpoint Protection Product Guide 113

114 6 Using the Browser Protection Service and Web Filtering Safety reports provide details Item Results Downloads Online Affiliations Annoyances Exploits Reviewer and Site Owner Comments Results Website owner comments Reviewer comments Explanation Overall rating for a website's practices. We rate sites based on both how much we receive after entering an address on the site as well as how spammy the we receive looks. If either of these measures is higher than what we consider acceptable, we'll give the site a yellow warning. If both measures are high, or one of them looks particularly egregious, we'll give the site a red warning. Each link opens a detailed analysis page. Overall rating about the impact a site's downloadable software had on our testing computer. Red flags are given to sites that have virus-infected downloads or that add unrelated software which many people would consider adware or spyware. The rating also takes note of the network servers a program contacts during its operation, as well as any modifications to browser settings or a computer's registry files. Each download link opens a detailed download analysis page. Indication of how aggressively the site tries to get you to go to other sites that we've flagged as red. It is a very common practice on the Internet for suspicious sites to have many close associates with other suspicious sites. The primary purpose of these "feeder" sites is to get you to visit the suspicious site. A site can receive a red warning if, for example, it links too aggressively to other red sites. In effect, a site can become "red by association" due to the nature of its relationship to red flagged domains. Common web practices that users find annoying, such as excessive popups, requests to change a user's home page, or requests to add a site to the browser's favorites list. We also list third-party cookies (sometimes known as "tracking cookies") in this section. If a website has a lot of popups and, in particular, if it engages in practices such as popping up more windows when you try to close them, we will give that website a red flag. Rare but extremely dangerous security threats caused by a website "exploiting" a browser's security vulnerability. The exploit can cause the user's computer to receive programming code which can cause adware infections, keystroke spying, and other malicious actions which can leave a computer essentially unusable. Reviewers and site owners can provide additional information and commentary to supplement McAfee's automated test results. Summary of the comments made by the entire reviewer community of SiteAdvisor users. Reviewers can rate sites for downloads, practices, shopping experiences, and more. This input is particularly important in helping the community of SiteAdvisor users guide each other to trustworthy e-commerce websites. Anonymous input alone is not enough to change a site's overall rating, but sufficient votes from registered users can affect a site's rating. Allows owners of analyzed websites to address our ratings. Owners are free to comment, disagree, or clarify. These comments are posted unedited after we verify the authenticity of the person leaving the comment. We manually review all owner comments and if an error was made, we will try our best to promptly correct it. We don't allow sites to pay to be rated or to change or improve their ratings. What our volunteer reviewers have to say about this website. These comments are posted unedited. 114 McAfee SaaS Endpoint Protection Product Guide

115 Using the Browser Protection Service and Web Filtering Information that browser protection sends to McAfee 6 Viewing safety reports Use this task to view safety reports to obtain more information about a site s safety rating. Do any of the following to view a safety report for a site: From this location... Website Do this... Click the SiteAdvisor menu button, then select View Site Report. Hold the cursor over the SiteAdvisor button, then select Read site report. Click the SiteAdvisor button. Search results page Home page ( or Analysis page for the SiteAdvisor product line Click the safety icon following the web page link. Type a URL in the Look up site report box. Information that browser protection sends to McAfee The client software sends the following information to the SecurityCenter for use in the Web Filtering report. Type of event initiated by the client computer (site visit or download). Unique ID assigned by McAfee SaaS Endpoint Protection to the client computer. Time of event. Domain for event. URL for event. SiteAdvisor site safety rating for the event s site. Whether the event s site or site resource is added to the Exceptions list as an authorized or prohibited site. Reason for action (allow, warn, or block) taken by the browser protection service. The browser protection service sends the following information to the server maintained by McAfee to store SiteAdvisor site safety rating information: Version of the browser protection client software running on the client computer. Version of the operating system running on the client computer. Language and country locale selected for the operating system and browser running on the client computer. Host name and part of the URL for each website the client computer requests to access. MD5 algorithm for each application the client computer requests to download. McAfee SaaS Endpoint Protection Product Guide 115

116 6 Using the Browser Protection Service and Web Filtering Installing browser protection during policy updates When a client computer visits a website, the browser protection service tracks the site s domain specifier. The domain specifier is the smallest amount of information required for the browser protection service to uniquely identify the site being rated for security. The focus of the browser protection service is protecting your client computers; no attempt is made to track personal Internet usage. The browser protection service does not send information about your company s intranet site to the server where SiteAdvisor site safety ratings information is stored. See also Viewing browsing activity on page 125 Web Filtering report on page 125 Installing browser protection during policy updates Use this task to install the client software for the browser protection service automatically whenever client computers check for an updated policy. You might want to use this feature for adding the browser protection service on computers where the client software for other protection services is already installed. By default, this option is enabled. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection, then click the General Settings tab. 3 Under Firewall Configuration, select Automatically install browser protection on all computers using this policy. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Web filtering features If you purchased a version of McAfee SaaS Endpoint Protection that includes the web filtering module, the Policies page in the SecurityCenter displays an expanded set of policy options labeled Browser Protection & Web Filtering. The additional policy options enable you to configure these features. Regulate user access to websites, based on their safety rating (for example, block access to red sites and display a warning before opening yellow sites). Regulate user access to phishing pages. Regulate access to site resources, such as file downloads, based on their safety rating. Regulate user access to websites based on their content (for example, block access to shopping or gambling sites). Create a list of authorized and prohibited sites, based on their URL or domain. Customize the message that the browser protection service displays on computers that attempt to access a blocked website. 116 McAfee SaaS Endpoint Protection Product Guide

117 Using the Browser Protection Service and Web Filtering Enabling and disabling browser protection via policy 6 Enable and disable the browser protection service at the policy level. Specify whether the browser protection service can be disabled from a client computer. Enabling and disabling browser protection via policy Use this task to enable and disable the browser protection service on all client computers using the policy. This feature is available only in versions of the browser protection service that include the web filtering module. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the General Settings tab. 3 Under Browser Protection Status, select or deselect the option Disable browser protection on all computers using this policy. This feature takes effect on client computers the next time they update their policy. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Enabling and disabling browser protection at the client computer Use this task to specify whether the browser protection service can be disabled from a client computer. When this capability is enabled, the Enable SiteAdvisor or Disable SiteAdvisor option appears on the SiteAdvisor menu. If the browser protection service remains disabled, it is re-enabled automatically the next time the client computer checks for policy updates. (This presumes that the browser protection service is enabled at the policy level.) This feature is available only in versions of the browser protection service that include the web filtering module. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the General Settings tab. 3 Under Browser Protection Status, select or deselect Allow users to enable or disable browser protection. 4 Specify whether a password is required on the client computer. If so, type the password. 5 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) McAfee SaaS Endpoint Protection Product Guide 117

118 6 Using the Browser Protection Service and Web Filtering Block and warn sites by safety ratings Block and warn sites by safety ratings Web filtering adds policy options that allow you to use the site safety ratings provided by the browser protection service to determine whether users can access a site or resources on a site, such as download files. For each yellow, red, or unrated site, specify whether to allow, warn, or block the site. For each yellow, red, or unrated download file, specify whether to allow, warn, or block the download. This enables a greater level of granularity in protecting users against individual files that might pose a threat on sites with an overall green rating. For each phishing page, specify whether to block or allow access. This enables a greater level of granularity in protecting users from pages that employ phishing techniques on a site with an overall green rating. When you block a site, users are redirected to a message explaining that the site is blocked. A policy option allows you to customize the message that is displayed. 118 McAfee SaaS Endpoint Protection Product Guide

119 Using the Browser Protection Service and Web Filtering Block and warn sites by safety ratings 6 When you configure a warning action for a site, users are redirected to a message explaining that there might be threats on the site. They can then decide whether to cancel or continue their navigation to the site. To ensure users can access specific sites that are important to your business, no matter how they are rated, add them to the Exceptions list as an authorized site. For authorized sites, the browser protection service ignores the safety rating. Blocking or warning site access based on safety ratings Use this task to block users from accessing sites that contain threats or to warn users about potential threats on sites. This feature is available only in versions of the browser protection service that include the web filtering module. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the General Settings tab. 3 Under Access to Sites, select a separate level of access for red, yellow, and unrated sites. Block Block access to all sites with the specified rating. Warn Display a warning when users attempt to access a site with the specified rating. Allow Allow access to all sites with the specified rating. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Blocking or warning file downloads based on safety ratings Use this task to block users from downloading files that contain threats or to warn users about potential threats from downloads. A site with an overall safety rating of green can contain individual download files rated yellow or red. To protect users, specify an action that is specific to the rating for an individual file. This feature is available only with versions of the browser protection service that include the web filtering module. This feature is not available in Firefox browsers because Firefox is unable to recognize safety ratings for individual site resources. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the General Settings tab. McAfee SaaS Endpoint Protection Product Guide 119

120 6 Using the Browser Protection Service and Web Filtering Block and warn sites by safety ratings 3 Under Access to Downloads, select a separate level of access for red, yellow, and unrated files. Block Block all downloads of files with the specified rating. Warn Display a warning when users attempt to download a file with the specified rating. Allow Allow all downloads of files with the specified rating. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Blocking phishing pages A site with an overall safety rating of green can contain phishing pages. To protect users, use this web filtering task to block access to these pages. This feature is available only with versions of the browser protection service that include the web filtering module. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the General Settings tab. 3 Under Access to Phishing Pages, select Block phishing pages. 4 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) 120 McAfee SaaS Endpoint Protection Product Guide

121 Using the Browser Protection Service and Web Filtering Block and warn sites by content 6 Block and warn sites by content Web filtering allows the browser protection service to retrieve content classifications for a site. These are stored on the server maintained by McAfee where site safety ratings information is also stored. Use policy options to allow, warn, or block access to sites based on the type of content they contain. This feature is available only with versions of the browser protection service that include the web filtering module. The approximately 100 site content categories are grouped by function and risk, which allows for easy application of the policy settings based on content alone or on content functional groups (the functions that users can perform by accessing the content) or content risk groups (the risks that the content might present to your business). For example, select a functional group of Risk/Fraud/Crime and a risk group of Security to view all the categories of content that might pose a threat to user security due to fraud or criminal intent. Select a risk group of Productivity to display all the categories of content that might impact users' productivity adversely, such as shopping or gaming. These filters assist you in locating all the content categories for which you might want to configure actions. Blocking or warning site access based on content Use this task to block users from accessing sites that contain particular types of content. This feature is available only with versions of the browser protection service that include the web filtering module. McAfee SaaS Endpoint Protection Product Guide 121

122 6 Using the Browser Protection Service and Web Filtering Authorize and prohibit sites by URL or domain For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the Content Rules tab. 3 Select one or more filtering options to customize the content categories listed. (Optional) Functional group Display content categories that are used to perform similar functions. Risk group Display content categories that present similar risks to users. Action Display the content categories for which you have configured an allow, block, or warn action. 4 In the list, select the content categories for which you want to select an action. 5 Click Allow, Block, or Warn. This action will be applied when users attempt to access websites that contain the selected categories of content. 6 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Authorize and prohibit sites by URL or domain Web filtering allows you to set up an Exceptions list containing a list of sites that users can or cannot access. Authorized sites that users are always allowed to access, regardless of their safety rating or type of content. Add authorized sites to ensure access to sites that are important to your business. Prohibited sites that users are never allowed to access. Add prohibited sites to block access to sites that are not related to job performance or do not conform to company security standards. By authorizing a site, the browser protection service ignores the safety rating for that site. Users can access authorized sites even if threats have been reported on these sites and they have a safety rating of red. Users can also access unsafe downloads and phishing pages on authorized sites. It is important to exercise caution when adding authorized sites to an Exceptions list. How site patterns work The Exceptions list uses site patterns to specify a range of sites that are authorized or prohibited. This enables you to authorize or prohibit a particular domain or a range of similar sites without entering each URL separately. When a client computer attempts to navigate to a site, the browser protection service checks whether the URL matches any site patterns configured in the Exceptions list. It uses specific criteria to determine a match. A site pattern consists of a URL or partial URL, which the browser protection service interprets as two distinct sections: domain and path. 122 McAfee SaaS Endpoint Protection Product Guide

123 Using the Browser Protection Service and Web Filtering Authorize and prohibit sites by URL or domain 6 Site pattern: This is the domain. The domain consists of two parts: Protocol. In this case: Internet domain. In this case: Domain information is matched from the end. A matching URL s domain must end with the site pattern s domain. The protocol can vary. These domains match: ftp.mcafee.com These domains do not match: /us/enterprise This is the path. The path includes everything that follows the / after the domain. Path information is matched from the beginning. A matching URL s path must begin with the site pattern s path. These paths match: /us/enterpriseproducts /us/enterprise/products/security These paths do not match: /emea/enterprise /info/us/enterprise Site patterns must be at last six characters in length, and they do not accept wildcard characters. The browser protection service does not check for matches in the middle or end of URLs. Use the. character at the beginning of a site pattern to match a specific domain. For convenience, the. character disregards the protocol and introductory characters. Example:.mcafee.com Matches Does not match Adding authorized and prohibited sites Use this web filtering task to create and manage an Exceptions list for browser protection. An Exceptions list contains: McAfee SaaS Endpoint Protection Product Guide 123

124 6 Using the Browser Protection Service and Web Filtering Customizing messages for users Authorized sites that users are always allowed to access. Prohibited sites that users are never allowed to access. This feature is available only with versions of the browser protection service that include the web filtering module. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the Exceptions tab. 3 Click Add to Exceptions List. 4 Type a URL or site pattern into the text box, then click an action to associate with the site. Authorize Add the site to the Exceptions list as an authorized site, which users are always allowed to access. Prohibit Add the site to the Exceptions list as a prohibited site, which users are not allowed to access. Cancel Close the text box without adding the site to the list. 5 Repeat step 4 for each site you want to add to the list. 6 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Customizing messages for users Use this task to create a message that displays when users attempt to access sites that are blocked. The message appears when users attempt to access a site you have blocked by ratings, by content, or by adding it to the Exceptions list as a prohibited site. Instead of navigating to the site, users are redirected to a page displaying the customized message. You might use the message to explain why the site is blocked. The message appears on client computers in the language configured for the client software, if you have created the message in that language. This feature is available only with versions of the browser protection service that include the web filtering module. For option definitions, click? in the interface. 1 On the Policies page, click Add Policy (or click Edit to modify an existing policy). 2 Select Browser Protection & Web Filtering, then click the General Settings tab. 3 Under Enforcement Messaging, select a language for the message. (By default, the language in which you have logged in appears. If that language is not available for messages, English is displayed. 4 Type a message of up to 200 characters. 124 McAfee SaaS Endpoint Protection Product Guide

125 Using the Browser Protection Service and Web Filtering Viewing browsing activity 6 5 Repeat steps 3 and 4 for each language for which you want to configure a message. 6 Click Save. (For a new policy, click Next, select additional options for the policy, then click Save.) Viewing browsing activity Use this task to view the Web Filtering report, which lists visits to websites by client computers and attempts to access websites for which you have configured policy options to regulate access. 1 Click the Reports tab, then click Web Filtering. 2 In the Web Filtering report, view the number of green sites visited by client computers on the network. No detailed information is available for green sites. 3 For yellow and red sites, do any of the following. When you want to... Display the sites in a domain View details about an access attempt Do this... Click the triangle icon next to the domain name to display the sites users attempted to access in the domain. Click a quantity to display the Event Details page: When View Computers is selected, click a quantity in an action column (such as Blocked). When View Domains is selected, click a quantity under Access Count. The Event Details page shows the name of the computer that attempted to access the site, the URL for the site, the type of access attempted, and the date and time of the attempted access. View details about a computer Click a computer name to display the Computer Details page, which displays information about the computer, its service components, and its detections. See also Information that browser protection sends to McAfee on page 115 Web Filtering report on page 125 Web Filtering report Use the Web Filtering report, available from the SecurityCenter, to track Internet usage and browsing activity on your network. This report lists visits to websites and attempts to access websites for which you have configured policy options to regulate access. Use this report to view detailed information about the specific sites, their safety ratings and content categories, the computers that attempted to access them, and the action taken by browser protection. This report is available only with versions of the browser protection service that include the web filtering module. See also Viewing browsing activity on page 125 Information that browser protection sends to McAfee on page 115 McAfee SaaS Endpoint Protection Product Guide 125

126 6 Using the Browser Protection Service and Web Filtering Best practices (browser protection) Best practices (browser protection) To develop an effective strategy for guarding against web-based threats, we recommend that you proactively track browsing activity on your network and configure policy options appropriate for your users. 1 Check your status s or the SecurityCenter website for an overview of your account s status. Ensure that the client software for the browser protection service is installed and enabled on all computers. 2 Check the Web Filtering report regularly to see what sites users are visiting, their safety ratings, and their content categories. 3 Using the Web Filtering report: Determine whether users are visiting sites that should be added to an Exceptions list. Authorize sites that are important to productivity to ensure that users can always access them. Prohibit sites that do not comply with company policy or contribute to job performance goals to ensure users cannot access them. Note the number of visits to red, yellow, and unrated sites. If appropriate, configure policy options to block sites or site resources that have particular safety ratings. Note the content categories for sites being visited. If appropriate, configure policy options to block sites containing particular types of content. Note which computers are visiting which sites. If appropriate, configure different policies for computers that should and should not be able to access particular sites or content. 4 Customize a message to display on client computers that attempt to access a site you have blocked. 5 To ensure that all computers are protected against web-based threats, configure policy options to enable the browser protection service via policy and prevent users from disabling the client software on their computers. 126 McAfee SaaS Endpoint Protection Product Guide

127 7 Using 7 the SaaS Protection Service The SaaS protection service supplements the scans performed on client computers by the virus and spyware protection service. Your company s is redirected through the McAfee multi-layered spam detection system and scanned before entering the network, with less than a one-second delay in transit. The SaaS protection service resides outside the network; it requires no system resources, and there's no hardware or software to install. Use the SecurityCenter and the SaaS and web protection portal to manage web protection features. Contents Core SaaS protection features Additional SaaS protection services The SaaS protection widget and portal Account activation and setup Reports and statistics for SaaS protection Getting more information Core SaaS protection features Use the core features of the SaaS protection service to safeguard your communication and information integrity. The SaaS protection service routes all inbound through McAfee servers to scan for threats. It checks for spam, phishing scams, viruses, directory harvest attacks, and other -borne threats in messages and attachments before they enter your network, then blocks them. The SaaS protection service allows you to specify whether to deny or quarantine messages detected as spam. The SaaS protection service provides: Protection from -borne threats The flood of threats is stopped before entering the network. Real-time, around-the-clock security is processed all day, every day in real time through a highly secure system architecture that operates with no detectable latency. Simplified management Centralized, web-based policy management through the SaaS and web protection portal allows you to configure comprehensive policies for threats and content filtering (for inappropriate words and phrases). You can also check statistics and activity, and view reports and check quarantined messages. Customizable scanning criteria Policy options allow you to configure which threats and types of content should be blocked. You can allow different types of content for different users and groups of users on your account. A robust set of core features All accounts for the SaaS protection service include: McAfee SaaS Endpoint Protection Product Guide 127

128 7 Using the SaaS Protection Service Additional SaaS protection services More than 20 separate filters Advanced spam blocking Virus and worm scanning Content and attachment filtering Fraud protection Protection from server attacks Outbound filtering Accurate and effective quarantine with customizable reporting Comprehensive threat reporting Secure message delivery over Enforced Transport Layer Security (TLS) You can customize the way these features work by configuring policy settings on the SaaS and web protection portal. A link is provided on the Help page of the SecurityCenter to detailed information about configuring features for the SaaS protection service. Additional SaaS protection services Purchase additional services to supplement the core features set of the SaaS protection service. Instructions for setting up these services are provided when you activate your account. They are available at any time in a welcome kit on the Utilities page of the SecurityCenter. A separate welcome kit is available for each additional service you purchase except encryption. You can also customize the way these features work by configuring policy settings on the SaaS and web protection portal. A link is provided on the Help page of the SecurityCenter to guides that contain detailed instructions for configuring features for the SaaS protection service. Archiving Stores all internal, inbound, and outbound messages in a centralized, secure location. Stores messages and message metadata in read-only format to protect them in their original state. Verifies that stored message copies are identical to the original. Protects messages on your server from deletion until accurate copies are made and verified. Adds a unique numeric identifier to each message to comply with SEC requirements prohibiting tampering or deletion of messages. Provides tools for locating information in messages, attachments, and metadata with simple or complex search criteria, including user, date range, message content, or attachment content. Transports messages to storage securely via TLS or SSL and stores them using 256-bit encryption. Continuity Enables web-based access, management, and use during planned or unplanned outages. Retains all inbound and outbound sent or received during the outage. Synchronizes an accurate record of all outage-period message activity with your servers. 128 McAfee SaaS Endpoint Protection Product Guide

129 Using the SaaS Protection Service The SaaS protection widget and portal 7 Intelligent Routing Routes filtered to your organization's distributed systems. Accepts for a single domain and routes it to different servers and environments (for example, different geographic locations or business units), which can use different policy settings. Creates address uniformity for corporate branding purposes. Facilitates the addition of new local domains to the existing public domain as your company expands its workforce or locations. Reduces the need to purchase, administer, and maintain internal routing equipment. Leverages disaster recovery when one sites goes down, without interrupting service for other sites that are still up and running. Encryption Encrypts the content of outbound messages. Ensures the security of message content through encryption and by requiring account credentials for recipients. Allows you to define which messages to encrypt (for example, all messages that contain a specified keyword) and for which users or recipients. Provides recipients with two methods for retrieving the content in encrypted messages sent to them: Remotely, by using a link that appears in a delivery notification. Locally, by downloading a Secure Reader application to client computers. Allows recipients to customize the way encrypted is delivered. The SaaS protection widget and portal The SaaS protection widget and portal allow you to view activity and configure features for your SaaS protection service account. When you purchase a subscription for the SaaS protection service, a SaaS protection widget is displayed on the Dashboard page of the SecurityCenter. The widget contains a link to activate the service. After activation, the link's text changes (Click here to configure); use it to access the SaaS and web protection portal. McAfee SaaS Endpoint Protection Product Guide 129

130 7 Using the SaaS Protection Service Account activation and setup The portal provides tools for configuring administrative features and policy options, checking statistics and activity, and viewing reports. The portal supports these browsers running on the administrative computer: Internet Explorer 8.x on Windows XP, Windows Vista, and Windows 7 Internet Explorer 7.x on Windows XP and Windows Vista Firefox 3.5.x on Windows XP, Windows Vista, and Windows 7 Internet Explorer 6.x on Windows XP See also Accessing the SaaS and web protection portal on page 132 Account activation and setup To begin using the SaaS protection service, you must activate your account, then perform some basic configuration tasks. These tasks are required to use the SaaS protection service. 1 Activate your account. If you have already activated an account for the SaaS web protection service, you do not need to activate the SaaS protection service. 2 Redirect your MX records and configure the core features you have purchased. 3 Configure any additional SaaS services you have purchased. Before you can activate your account, your company needs to have its own mail domain, such as yourdomain.com, with a static IP address and a dedicated server, either in-house or hosted by an ISP. 130 McAfee SaaS Endpoint Protection Product Guide

131 Using the SaaS Protection Service Account activation and setup 7 When your account is ready to activate, an action item appears on the Dashboard page of the SecurityCenter website. Click the button associated with the action item to display activation instructions. A SaaS protection widget also appears on the Dashboard page with a link to activate your account. When activation is complete, reporting information appears in the widget along with a link to the SaaS and web protection portal. You can view additional instructions for configuring your account in one or more welcome kits available on the Utilities page, and you can configure policy options on the portal. After activation, use these tasks at any time to view and customize the features of the SaaS protection service: 1 Access the SaaS and web protection portal. 2 Customize policy options. 3 Check quarantined messages and adjust settings if needed. 4 Read encrypted messages and configure delivery options. Activating and setting up your account Use this SecurityCenter task to activate your account for the SaaS protection service, then redirect your MX records and set up the features. When your account is ready to activate, an action item appears on the Dashboard page of the SecurityCenter. If you have purchased additional SaaS services, you should configure them after you activate and configure the core features. If you have already activated an account for the SaaS web protection service, you do not need to activate the SaaS protection service. For option definitions, click? in the interface. 1 On the Dashboard page of the SecurityCenter, click the button for the action item Your SaaS protection needs to be activated. (If you need to activate the SaaS web protection service too, the action item includes it.) 2 Type the required information. Primary domain name The name of the domain you want to protect (for example, yourdomain.com). If you want to protect multiple domains, type only the primary domain here. You will be able to set up additional domains later on the SaaS and web protection portal. Customers adding the optional intelligent routing service are required to designate one domain as the organization's public domain. All other domains should be designated as primary domains. Technical contact address The address where you want McAfee to send technical and support s for your account. 3 Click Continue. McAfee SaaS Endpoint Protection Product Guide 131

132 7 Using the SaaS Protection Service Account activation and setup 4 Follow the steps for redirecting your domain's mail exchange (MX) records and configuring core features. 5 If you have purchased additional SaaS services, open the welcome kit for each service and follow the instructions provided. Links to the welcome kits for the services you have purchased are provided at the top of the page. The instructions are provided in PDF format. (The SaaS encryption service does not have a welcome kit. Documentation is available on the SaaS and web protection portal by clicking the link Guides for SaaS Protection on the Help page of the SecurityCenter.) Welcome kits for additional services also contain instructions for setting up the core features of the SaaS protection service. If you have purchased core protection and one additional service, you can configure both by following the instructions in the optional welcome kit. If you have purchased more than one additional service, you need to open multiple welcome kits, then follow any steps you have not already completed. Accessing the SaaS and web protection portal Use this task to access the SaaS and web protection portal directly from the SecurityCenter. No separate login credentials are required. The portal provides tools for configuring administrative features and policy options, checking statistics and activity, and viewing reports. For option definitions, click? in the interface. From the SecurityCenter, perform one of these actions. Click the Dashboard tab, then select Click here to configure in a SaaS protection widget. Click the Policies tab, then select Configure SaaS Protection Policy from the drop-down menu. Click the Reports tab, then select SaaS Protection. The SaaS and web protection portal opens in a separate browser window. See also The SaaS protection widget and portal on page 129 Configuring policy settings for the SaaS protection service Use this task to create a policy or modify policy settings for the SaaS protection service on the SaaS and web protection portal. If you do not customize policy settings, the SaaS protection service uses default settings for inbound and outbound message filtering and additional services. For option definitions, click? in the interface. 1 From the SecurityCenter, click the Policies tab, then select Configure SaaS Protection Policy from the drop-down menu. 2 On the SaaS and web protection portal, click the Protection tab, then click the Policies tab. 132 McAfee SaaS Endpoint Protection Product Guide

133 Using the SaaS Protection Service Account activation and setup 7 3 Select the policy and settings you want to configure. Click New to create a policy. Select a policy from the list, then click Edit to modify an existing policy. 4 Click Save. Checking quarantined messages Use this task to view quarantined detections and ensure they are being filtered appropriately. For option definitions, click? in the interface. 1 From the SecurityCenter, open the SaaS and web protection portal. Click the Dashboard tab, then select Click here to configure in a SaaS protection widget. Click the Policies tab, then select Configure SaaS Protection Policy from the drop-down menu. 2 On the SaaS and web protection portal, click the Protection tab, then click the Policies tab. 3 Select options required to display all quarantined messages. Threat Select All Threats. Day Select All Days. Direction Select Inbound, or select Inbound and Outbound if you also use outbound filtering. 4 Click Search. 5 For each message, check the type of threat, the sender, the recipient, and the subject. 6 To view detailed information about a message, hold the cursor over the information displayed in the From column. 7 If messages are being quarantined incorrectly, add addresses to a policy's Allow List or Deny List as needed. Reading encrypted messages Use this task to read the content of messages that have been encrypted by the SaaS protection service. Before you begin Account login credentials are required to access encrypted messages. When an encrypted message has been sent to a user, the user receives a notification with a link to the message. McAfee SaaS Endpoint Protection Product Guide 133

134 7 Using the SaaS Protection Service Reports and statistics for SaaS protection Use one of these methods. Click the link in the notification that an encrypted message has been delivered. If the subscription to SaaS encryption has not been activated, the link allows you to activate it, then access the message. If the subscription has been activated, the link allows you to access the message in the Pick-up portal. Download the Secure Reader application on the user's client computer, then access the message locally. The Secure Reader application is available from the Pick-up portal. Users can configure how encrypted messages are delivered to them after installing the Secure Reader application. Reports and statistics for SaaS protection View account information tracked by the SaaS protection service in charts and administrative reports. Weekly statistics for usage and detections, available in the widgets on the Dashboard page of the SecurityCenter. Data on traffic, performance, and detections, available in reports on the portal. Viewing activity for the week Use this task to view statistics on activity and detections for the last seven days. For option definitions, click? in the interface. 1 From the SecurityCenter, click the Dashboard tab. 2 In one of the SaaS activity widgets, check your statistics. 3 Select the widget's Click here to configure link to open the SaaS and web protection portal, where you can view additional information about the number and types of threats detected. Viewing reports Use this task to view reports created for your SaaS protection service account. For option definitions, click? in the interface. 1 From the SecurityCenter, click the Reports tab, then click SaaS Protection. 2 On the SaaS and web protection portal, click the Protection tab, then click the Reports tab. 3 Select the information to appear in the report. Select a domain, type of report, and time period to display the corresponding report data. Click Performance Reports to display a page where you can schedule a recurring weekly or monthly report of performance data to be distributed via McAfee SaaS Endpoint Protection Product Guide

135 Using the SaaS Protection Service Getting more information 7 Getting more information Use this task to access detailed instructions for using the features on the SaaS and web protection portal. For option definitions, click? in the interface. Select one of these options: On the SecurityCenter, click the Help tab, click Guides for SaaS Protection, then select the appropriate guide. On the SaaS and web protection portal, click Help to display context-sensitive information about the current page. McAfee SaaS Endpoint Protection Product Guide 135

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137 8 Using 8 the Saas Web Protection Service The SaaS web protection service redirects all web traffic through McAfee servers for analysis. Web-based threats and inappropriate content are intercepted before being sent to client computers on your account. Policy options allow you to define inappropriate content and specify the threats to block. The SaaS web protection service resides outside the network; it requires no system resources, and there s no hardware or software to install. Use the SecurityCenter and the SaaS and web protection portal to manage web protection features. Contents SaaS web protection features Multiple layers of protection against web-based threats The SaaS web protection widget and portal Account activation and setup Reports for SaaS web protection Getting more information SaaS web protection features SaaS web protection protects client computers from web-based threats encountered while browsing and searching the web. All websites are checked before being delivered to the web browsers on your network. The type of threats and content blocked by the SaaS web protection service depends on the policy options configured for your account. The SaaS web protection service includes these features: Real-time scanning Web content is scanned each time it is accessed; any new threats and updated content are assessed before being blocked or delivered to your network. Up-to-date scanning criteria Scanning criteria are updated regularly so that you are always protected against the most current threats. Simplified management Centralized, web-based policy management through the SaaS and web protection portal allows you to configure comprehensive policies for threats and content filtering (for inappropriate words and phrases). You can also view reports about web traffic, statistics, and activity for your account. Customizable scanning criteria Policy options allow you to configure which threats and types of content should be blocked. You can allow different types of content for different users and groups of users on your account. Support for a variety of web browsers These browsers are supported on client and administrative computers: McAfee SaaS Endpoint Protection Product Guide 137

138 8 Using the Saas Web Protection Service Multiple layers of protection against web-based threats Internet Explorer 8.x on Windows XP, Windows Vista, and Windows 7 Internet Explorer 7.x on Windows XP and Windows Vista Firefox 3.5.x on Windows XP, Windows Vista, and Windows 7 Internet Explorer 6.x on Windows XP Multiple layers of protection against web-based threats Multiple services in McAfee SaaS Endpoint Protection work together to provide computers on your account with complete protection from web-based threats while browsing and searching. Here's what happens when a client computer requests access to a website. 1 The browser protection service analyzes the request and decides whether to allow the request. Policy options that you have configured for your account determine whether the request is allowed or blocked. For example, if the site has a red SiteAdvisor site safety rating and you have configured policy options to block all red sites, the request is blocked. If you have configured policy options to warn users against possible threats, a warning message is displayed. If the user requests a site that meets the criteria specified in your policies, the request is sent "to the clouds." 2 On McAfee servers, the SaaS web protection service analyzes the content and scans it for malware. If the content is safe and meets the criteria specified in your policies, the request is sent back to the network. For example, if you have configured policy options to block phishing pages or particular types of content, sites that contain that content are blocked. If the site has developed a threat since it was tested and assigned a SiteAdvisor site safety rating, the SaaS web protection service blocks the request based on its analysis of the site's current content. 3 Once the request returns to the network, the virus and spyware protection service scans the website content according to the policy options you have configured. For example, it can scan scripts running on the site or scan a file download. If no threats are found, the request is sent to the client computer's browser. Each protection service provides an additional barrier between your computers and threats on the web. See also Configuring policy settings for SaaS web protection on page 141 The SaaS web protection widget and portal When you purchase a subscription for SaaS web protection, a SaaS web protection widget is displayed on the Dashboard page of the SecurityCenter. The widget contains a link to activate the service. After activation, the link's text changes (Click here to configure); use it to access the SaaS and web protection portal. Summary data is not available in this widget; you need to click the link to view all reports for SaaS web protection. The portal provides tools for configuring administrative features and policy options, checking web traffic statistics and activity, and viewing reports. 138 McAfee SaaS Endpoint Protection Product Guide

139 Using the Saas Web Protection Service Account activation and setup 8 See also Accessing the SaaS and web protection portal on page 140 Account activation and setup To begin using the SaaS web protection service, you must activate your account, then perform some basic configuration tasks. These tasks are required to use the SaaS web protection service. 1 Activate your account. If you have already activated an account for the SaaS protection service, you do not need to activate the SaaS web protection service. 2 Redirect your web traffic. 3 Configure SaaS web protection features. When your account is ready to activate, an action item appears on the Dashboard page of the SecurityCenter website. Click the button associated with the action item to display activation instructions. A SaaS web protection widget also appears on the Dashboard page with a link to activate your account. When activation is complete, the widget contains a link to the SaaS and web protection portal. You can view additional instructions for configuring your account in a welcome kit available on the Utilities page, and you can configure policy options on the portal. After activation, use these tasks at any time to view and customize the features of the SaaS web protection service: 1 Access the SaaS and web protection portal. 2 Customize policy options. McAfee SaaS Endpoint Protection Product Guide 139

140 8 Using the Saas Web Protection Service Account activation and setup Activating and setting up your account Use this SecurityCenter task to activate your account for the SaaS web protection service, then redirect your web traffic and set up the features. When your account is ready to activate, an action item appears on the Dashboard page of the SecurityCenter. If you have already activated an account for the SaaS protection service, you do not need to activate the SaaS web protection service. For option definitions, click? in the interface. 1 On the Dashboard page of the SecurityCenter, click the button for the action item Your SaaS web protection needs to be activated. (If you need to activate the SaaS protection service too, the action item includes it.) 2 Type the required information. Primary domain name The name of the domain you want to protect (for example, yourdomain.com). If you want to protect multiple domains, type only the primary domain here. You will be able to set up additional domains later on the SaaS and web protection portal. If you do not have a domain, select the checkbox for I do not have a domain, then leave this field blank. McAfee will create the necessary settings for you to use the SaaS web protection service, and they will be invisible to you. Technical contact address The address where you want McAfee to send technical and support s for your account. 3 Click Continue. 4 Follow the steps in the activation instructions for configuring features and policy options. Accessing the SaaS and web protection portal Use this task to access the SaaS and web protection portal directly from the SecurityCenter. No separate login credentials are required. The portal provides tools for configuring administrative features and policy options, checking web activity, and viewing reports. For option definitions, click? in the interface. From the SecurityCenter, perform one of these actions. Click the Dashboard tab, then select Click here to configure in the SaaS web protection widget. Click the Policies tab, then click Configure SaaS Web Protection Policy from the drop-down menu. Click the Reports tab, then click SaaS Web Protection. The SaaS and web protection portal opens in a separate browser window. See also The SaaS web protection widget and portal on page McAfee SaaS Endpoint Protection Product Guide

141 Using the Saas Web Protection Service Reports for SaaS web protection 8 Configuring policy settings for SaaS web protection Use this task to create a policy or modify policy settings for the SaaS web protection service on the SaaS and web protection portal. For option definitions, click? in the interface. 1 From the SecurityCenter, click the Policies tab, then select Configure SaaS Web Protection Policy from the drop-down menu. 2 On the SaaS and web protection portal, click the Web Protection tab, then click the Policies tab. 3 Select the policy and settings you want to configure. Click New to create a policy. Select a policy from the list, then click Edit to modify an existing policy. 4 Click Save. See also Multiple layers of protection against web-based threats on page 138 Reports for SaaS web protection View account information tracked by the SaaS web protection service in charts and administrative reports. From the SaaS and web protection portal you can view the following: Data on web traffic, threat filtering, and allowed and blocked content. Specific volume and traffic trends. Types and numbers of threats detected. Viewing reports Use this task to view reports created for your SaaS web protection service account. For option definitions, click? in the interface. 1 From the SecurityCenter, click the Reports tab, then click SaaS Web Protection. 2 On the SaaS and web protection portal, click the Web Protection tab, then click the Reports tab. 3 Select the information to appear in the report. Select a domain, type of report, and time period to display the corresponding report data. Click Performance Reports to display a page where you can schedule a recurring weekly or monthly report of performance data to be distributed via . McAfee SaaS Endpoint Protection Product Guide 141

142 8 Using the Saas Web Protection Service Getting more information Getting more information Use this task to access detailed instructions for using the features on the SaaS and web protection portal. For option definitions, click? in the interface. Select one of these options: On the SecurityCenter, click the Help tab, click Guides for SaaS Web Protection, then select the appropriate guide. On the SaaS and web protection portal, click Help to display context-sensitive information about the current page. 142 McAfee SaaS Endpoint Protection Product Guide

143 9 Using 9 the Server Protection Service The server protection service supplements the scans performed on client computers by intercepting threats at the server. This chapter contains information on installing and using server protection for Microsoft Exchange servers with McAfee SaaS Endpoint Protection. The server protection software is installed on servers running Microsoft Exchange Server version 2003 or 2007 to protect them from viruses, spam, unwanted content, potentially unwanted programs, and banned file types or messages. McAfee SaaS Endpoint Protection allows you to view summary information about server detections in the SecurityCenter. You can also click links in the SecurityCenter to access the management console on the server, where you can configure policy settings and manage server protection. (The software must be installed with default options, which include a web-based user interface, to access the console from the SecurityCenter.) Contents server protection features The installation and setup process The server protection widget and management console Managing the server protection service Where to find more information server protection features server protection software includes two basic types of features: those that protect your servers from a wide variety of threats and those that help you manage the protection features. Protection features Protects against virus Scans all messages for viruses and protects your Exchange server by intercepting detections and cleaning or deleting them. Uses advanced heuristic methods to identify unknown viruses or suspected virus-like items, then blocks them. Protects against spam Assigns a spam score to each message during scanning, then takes action based on the spam rules you configure. Protects against phishing Detects phishing s that fraudulently try to obtain your personal information. Detects packers and potentially unwanted programs Detects packers that compress and encrypt the original code of an executable file. Also detects potentially unwanted programs. Filters content Scans the content in each message's subject line, body, and attachment. McAfee SaaS Endpoint Protection Product Guide 143

144 9 Using the Server Protection Service server protection features Filters files Scans an attachment based on its file name, file type, and file size. Also filters files with encrypted, corrupted, banned, password-protected, and digitally signed content. Scans at scheduled times Allows you to schedule regular scan operations to occur at specific times. Scans MIME messages Allows you to specify how Multipurpose Internet Mail Extensions (MIME) messages are handled. Detects denial-of-service attacks Detects additional requests or attacks flooding and interrupting the regular traffic on a network. A denial-of-service attack overwhelms its target with false connection requests, so that the target ignores legitimate requests. Management features Management console Provides a user-friendly, web-based (if the software is installed with the default options) or standalone interface on the server, used for configuring features and viewing reports. If the software is installed with the default options, the management console is accessible through links in the SecurityCenter. Policy management Allows you to set up policies that determine how different types of threats are treated when detected. Centralized scanner, filter rules, and enhanced alert settings Allows you to configure scanner settings that a policy can apply when scanning items. You can set up rules that apply to a file name, file type, and file size. You can use the alert editor to customize the text of an alert message. Quarantine management Allows you to specify a local database to be used as a repository for quarantining infected messages and configure maintenance settings for it. Also allows you to specify McAfee Quarantine Manager 6.0, located on a different server, as a repository for quarantining infected messages. Allows or prohibits users based on account Supports lists of authorized and prohibited users at the global, group, and user level. Automatic updates Checks for and downloads updates to the DAT files and components to ensure protection against the latest threats. You can specify the location for retrieving updates. Detection reports Creates status reports and graphical reports that enable you to view information about the detected items. Configuration reports Creates configuration reports that contain a summary of product configurations, such as server information, version information, license status and type, product information, debug logging information, on-access settings, on-access policies, and gateway policies. Allows you to specify when a server should send the configuration reports to an administrator or other recipient via . Customized notification s and disclaimers Allows you to customize the notification settings and disclaimers for external messages. 144 McAfee SaaS Endpoint Protection Product Guide

145 Using the Server Protection Service The installation and setup process 9 The installation and setup process Follow these guidelines to install the server protection software on your Microsoft Exchange servers, configure settings for your account, and access reports on activity by using the SecurityCenter. 1 After purchasing a version of McAfee SaaS Endpoint Protection that includes server protection, you receive an message with instructions for installation. The Server Protection widget appears on the Dashboard page of the SecurityCenter with a link to download the software. (In some cases, an action item appears, with a button that opens the Install Protection page.) 2 Clicking one of these links downloads a compressed file that contains the software and documentation. Follow the instructions in the and the installation wizard to install protection on your servers. During the process, you are prompted to enter the company key that is included in the . 3 When installation is complete, the protection software sends identification, status, and detection information to the SecurityCenter. This usually takes about 15 minutes, and occurs for each server where the software is installed. 4 The next time you log on to the SecurityCenter, the Server Protection widget contains detection information sent by the protection software. (Initially, the widget reports that no detections have occurred.) 5 Clicking the View Details link in the widget displays a report listing identification, status, and detection statistics for each protected server. 6 Protected servers send data to the SecurityCenter every six hours to update information in the widget and the report. 7 In the report, clicking the IP address for an server opens the management console for the server's protection software in a separate browser window. (This feature requires the software to be installed with the default options, which include a web-based user interface.) Use the console to configure and manage the protection software. Installing server protection Use this SecurityCenter task to download and install server protection on one or more servers. For option definitions, click? in the interface. 1 On the Dashboard page, click Install Protection. 2 Select Install protection, then click Next. 3 In the server protection section, click the URL to download the compressed file containing the software and documentation. McAfee SaaS Endpoint Protection Product Guide 145

146 9 Using the Server Protection Service The server protection widget and management console 4 When prompted, enter your company key. 5 Follow the instructions in the and the installation wizard to install the software on one or more servers. To enable access to the server's management console from the SecurityCenter, you must install the server protection software with the default options, which include a web-based user interface. Also, the server must be located on the same network as the computer you use to manage McAfee SaaS Endpoint Protection. When installation is complete, the servers send data to the SecurityCenter, and this data appears in the Server Protection widget on the Dashboard page. It usually takes about 15 minutes for the data to appear in the widget. The server protection widget and management console When you purchase a subscription to server protection, an server protection widget is displayed on the Dashboard page of the SecurityCenter. The widget reports statistics for server activity and contains one of these links: Click here to download Downloads a compressed file containing the software and documentation for the server protection service. This link appears if you have not yet downloaded and installed the software. View Details Displays a report containing data about the protected servers on your account. This link appears after you have downloaded and installed the software. 146 McAfee SaaS Endpoint Protection Product Guide

147 Using the Server Protection Service Managing the server protection service 9 The report includes links to the management console on each server. The console provides tools for configuring features, checking statistics and activity, and viewing reports. See the documentation that you downloaded with the software for information on using the management console. The link is available only when the server protection software is installed with its default options, which include the web-based user interface, and the server is on the same network as the computer where you are viewing the report. Managing the server protection service Use these tasks to view activity and status and customize protection features. The SecurityCenter provides a centralized location for managing all the servers in your account. McAfee SaaS Endpoint Protection Product Guide 147

148 9 Using the Server Protection Service Managing the server protection service s Checking notifications and action items on page 148 Use this task to check for new information and problems that require action from you. Viewing detection and status information on page 148 Use this task to open the Server Protection report, which lists identification, status, and detection summary information for each protected server in your account. Accessing the management console on the server on page 149 Use this task to access the protection software's web-based management console on the server, where you can view detailed information, configure protection features, and create reports. Checking notifications and action items Use this task to check for new information and problems that require action from you. For option definitions, click? in the interface. On the Dashboard page of the SecurityCenter, check for action items pertaining to server protection and take the appropriate action. Type of Action Item Description Resolution You have one or more alerts. You need to install software. An alert notifies you when: An server has not sent protection data to the SecurityCenter in two days. DAT files on the server have not been updated in the last three days. Critical processes are not running on the server. This type of action item is not dismissible. This type of action item notifies you when updates are available for the protection software (such as patches and hotfixes). This type of action item is dismissible. Click the button associated with the action item to read about the alerts and how to resolve them. Click the button associated with the action item to open a page with a link to download the software. Click Dismiss Alert to remove the action item from the Dashboard page without installing software. Viewing detection and status information Use this task to open the Server Protection report, which lists identification, status, and detection summary information for each protected server in your account. 148 McAfee SaaS Endpoint Protection Product Guide

149 Using the Server Protection Service Managing the server protection service 9 For option definitions, click? in the interface. 1 In the SecurityCenter, open the Server Protection report by either of these methods: On the Dashboard page, click View Details in the server protection widget. If the widget is not displayed, click Add Widget to display the Dashboard Widget Gallery. Locate the server protection widget, then click Add to Dashboard. On the Reports page, click Server Protection. 2 Select the period of time for which you want to view information. 3 Click an server's IP address to open its management console in a separate browser window. From there, you can view detailed information, configure features, and generate reports for the server. See the server protection documentation for more information about using the console. This feature is available only when the server protection software is installed with the default options, which include a web-based user interface, and the server is on the same network as the computer where you are viewing the report. Otherwise, manage server protection by using the standalone user interface on the server. Accessing the management console on the server Use this task to access the protection software's web-based management console on the server, where you can view detailed information, configure protection features, and create reports. This feature is available only when the server protection software is installed with the default options (which include a web-based user interface), and the server is on the same network as the computer where you are viewing the report. Depending on the level of trust configured for the two machines, you might be required to enter login credentials for the server protection account. For option definitions, click? in the interface. 1 From the Server Protection report, click the IP address for an server in the listing. The server's management console opens in a separate browser window. server protection supports these browsers: Microsoft Internet Explorer 6.0 and 7.0, Mozilla Firefox 2.0, and Netscape Navigator In the management console, click buttons along the left side to access information: Dashboard Graphical Reports Statistics & Information Detected Items On-demand Scans Policy Manager McAfee SaaS Endpoint Protection Product Guide 149

150 9 Using the Server Protection Service Where to find more information Status Reports Settings & Diagnostics Configuration Reports 3 For information on using the management console, click Help or see the documentation you downloaded with the protection software. Where to find more information Documentation for security protection is included with the software that you download: User guide Release notes (readme.txt file) Online help (available by clicking Help in the management console) It is installed on the server along with the software. Refer to these documents for information on installing, configuring, and managing server protection. 150 McAfee SaaS Endpoint Protection Product Guide

151 10 Using the SaaS Vulnerability Scanning Service The SaaS vulnerability scanning service measures the security of websites, domains, and IP addresses by testing them for thousands of risks and issues in many vulnerability classes and categories. It then reports any vulnerabilities detected, prioritizes the risks they present, and recommends remediation tasks and patches. Contents Vulnerability scanning features Certification programs The SaaS vulnerability scanning widget and portal Overview of scanning process Overview of the certification process Types of devices to scan Types of scans Managing scan devices Performing scans How detections are reported Viewing scan results Vulnerability scanning features Run vulnerability scans (device audits) to locate and resolve security risks in your network devices and to confirm compliance with certification standards. A security plan that includes regular and comprehensive device audits: Protects your entire network infrastructure non-invasively. Identifies unauthorized server applications and tracks system configuration changes. Looks for thousands of different vulnerabilities residing in Internet services, shopping carts, ports, operating systems, servers, key applications, firewalls, addressable switches, load balancers, and routers. Provides detailed reporting and specific recommendations for resolving vulnerabilities detected by more than 10,000 individual vulnerability tests plus port scans. Collects and updates vulnerability data around-the-clock from hundreds of sources worldwide, ensuring its ability to detect the latest risks. Meets the website security vulnerabilities audit requirements mandated by HIPAA, GRAMM-LEACH-BILEY, SARBANES-OXLEY, and other federal legislation. McAfee SaaS Endpoint Protection Product Guide 151

152 10 Using the SaaS Vulnerability Scanning Service Vulnerability scanning features Complies with credit card issuers by meeting the vulnerability scanning requirements of the Payment Card Industry (PCI) data security standard. Provides advanced web application scanning and finds BlindSQL and Server-side Include vulnerabilities with 99% accuracy. Types of vulnerabilities detected The SaaS vulnerability scanning service tests for all vulnerabilities in the following general categories: Backdoors, Remote Controls, and Trojan Horse Programs CGI and Form Processing Vulnerabilities (including SQL Injection) Default Passwords All Database Servers All Microsoft Versions UNIX and Linux Services News and Chat Services Remote Administration Access Remote Database Access Remote File Access TCP Ports RPC SMB/NetBIOS ICMP HTTP XSS SNMP SNTP UDP FTP and Telnet XML Services Routers and Load Balancers Firewalls and Addressable Switches 152 McAfee SaaS Endpoint Protection Product Guide

153 Using the SaaS Vulnerability Scanning Service Certification programs 10 Certification programs The SaaS vulnerability scanning service provides optional certification programs to ensure that your website meets the highest standards for security. PCI certification program Ensures that your website always complies with the Payment Card Industry Data Security Standard (PCI DSS ) by providing the tools needed to complete the PCI certification process, remain in compliance, and create quarterly validation reports. McAfee SECURE Trustmark certification program Adds the McAfee SECURE trustmark to your website as proof that it meets the rigorous certification requirements for compliance with the McAfee SECURE data security standard. This program requires daily scanning of your McAfee SECURE devices. The SaaS vulnerability scanning widget and portal When you purchase a subscription for the SaaS vulnerability scanning service, the SaaS Vulnerability Scanning/PCI Certification widget is displayed on the Dashboard page of the SecurityCenter. The widget contains a link (Click here to configure) to the SaaS vulnerability scanning portal. McAfee SaaS Endpoint Protection Product Guide 153

154 10 Using the SaaS Vulnerability Scanning Service The SaaS vulnerability scanning widget and portal The portal provides tools for adding the IP addresses to scan, performing scans, checking scan results, and accessing historical data for scans. If you subscribe to a certification program, access tools and reports for certification on the portal. Accessing the SaaS vulnerability scanning portal Use this task to access the SaaS vulnerability scanning portal. which provides tools for managing network security and certification. 1 On the Dashboard page of the SecurityCenter, in the SaaS Vulnerability Scanning/PCI Certification widget, select Click here to configure. The SaaS vulnerability scanning portal opens in a separate browser window. If the widget is not displayed, click Add Widget to display the Dashboard Widget Gallery. Locate the SaaS Vulnerability Scanning/PCI Certification widget, then click Add to Dashboard. 2 In the portal, click the Security tab to display the Security Dashboard page. View status and alerts for devices and scans. View discovery results, or add domains and networks for scanning. Configure and perform scans. Access scan results for information about detected vulnerabilities and remediation options. 3 Click Logout to close the portal and return to the SecurityCenter. 154 McAfee SaaS Endpoint Protection Product Guide

155 Using the SaaS Vulnerability Scanning Service Overview of scanning process 10 Overview of scanning process This is the high-level process for configuring vulnerability scans for your network. 1 Log on to the SaaS vulnerability scanning portal. 2 Specify what to scan by one of these methods: If you know which IP addresses to scan Add one or more IP addresses. If you do not know which IP addresses to scan Add a domain, then run a discovery scan to identify the active IP addresses. IP addresses (and ranges of IP addresses comprising networks) are called devices in the vulnerability scanning portal. 3 Configure the devices you want to scan. This includes selecting the type of device, which determines the standard used for scanning. 4 Configure the devices to accept the IP addresses (maintained by McAfee) where vulnerability scans originate. 5 Create groups where devices can be placed. (Optional) 6 Configure and initiate scans manually, or schedule them to occur at a later time. If your subscription includes certification, scans are required at specific intervals. Check the requirements for your subscription. 7 View results of the scans and suggested remediation tasks (if vulnerabilities were found). Optionally, generate customized reports and schedule remediation tasks. Overview of the certification process This is the high-level process for maintaining compliance with certification standards for your network. PCI certification To maintain compliance with the PCI certification standards: 1 Take the self-assessment questionnaire. This is available on the PCI tab of the SaaS vulnerability scanning portal. It helps you identify the tools used by your website to process customer payment data. 2 Add devices to scan and configure scanning options. For Service Level, select Devices PCI. The Scan Frequency defaults to Quarterly, per the requirements for certification. You can also perform on-demand scans as needed. 3 View results of the scans and suggested remediation tasks (if vulnerabilities were found). Results and instructions for obtaining documentation to certify your compliance are provided on the portal. McAfee SaaS Endpoint Protection Product Guide 155

156 10 Using the SaaS Vulnerability Scanning Service Types of devices to scan McAfee SECURE Trustmark To maintain compliance with the standards for McAfee SECURE trustmark: 1 Take the self-assessment questionnaire. (Recommended) This is available on the PCI tab of the SaaS vulnerability scanning portal. It helps you identify the tools used by your website to process secure information. 2 Add devices to scan and configure scanning options. For Service Level, select Devices McAfee SECURE. The Scan Frequency defaults to Daily, per the requirements for certification. You can schedule additional scans as needed. 3 Copy the trustmark code and place it on your website. The code and instructions for using it are available on the portal. 4 View results of the scans and suggested remediation tasks (if vulnerabilities were found). Results and instructions for obtaining documentation to certify your compliance are provided on the portal. If severe vulnerabilities are not resolved within 72 hours, the trustmark code becomes invisible on your site and an action item is displayed on the SecurityCenter. When the vulnerabilities are resolved and the site is scanned successfully, then the trustmark code becomes visible on your site again. Types of devices to scan Scans target two types of network components. Device A single host, IP address, or domain name. Network A range of IP addresses. These scan targets are called devices on the SaaS vulnerability scanning portal. Before running scans, you must add each device you want to scan to your account on the SaaS vulnerability scanning portal. If you are unsure of the IP addresses to add, you can add a domain name and run a discovery scan to identify the IP addresses. To ensure scans that are thorough in scope, we recommend adding your domain name as a device. If you have purchased a single domain license, you are entitled to scan all IP addresses in that domain. To scan multiple IP addresses in separate domains, you must purchase additional licenses. About active devices We recommend scanning all active devices. Active devices are those that are involved in, or connected to networks involved in, collecting, transmitting, processing, or storing sensitive information. Compliance with the PCI certification standard requires that you scan all active devices. Examples of active devices you should scan are: Filtering devices These include firewalls or external routers that are used to filter traffic. If using a firewall or router to establish a DMZ (a buffer zone between the outside public Internet and the private network), these devices must be scanned for vulnerabilities. Web servers These allow Internet users to view web pages and interact with your websites. Because these servers are fully accessible from the public Internet, scanning for vulnerabilities is critical. 156 McAfee SaaS Endpoint Protection Product Guide

157 Using the SaaS Vulnerability Scanning Service Types of scans 10 Application servers These act as the interface between the web server and the back-end databases and legacy systems. Hackers exploit vulnerabilities in these servers and their scripts to get access to internal databases that could potentially store private data. Some website configurations do not include application servers; the web server itself is configured to act in an application server capacity. Domain name servers (DNS) These resolve Internet addresses by translating domain names into IP addresses. Merchants or service providers might use their own DNS server or a DNS service provided by their ISP. If DNS servers are vulnerable, hackers can potentially spoof a merchant or service provider web page and collect private information. servers These typically exist in the DMZ and can be vulnerable to hacker attacks. They are a critical element to maintaining overall website security. Load balancers These increase the performance and the availability of an environment by spreading the traffic load across multiple physical servers. If your environment uses a load balancer, you should scan all individual servers behind the load balancer. Types of scans There are two basic types of scans. Discovery scans Identify which devices to scan: DNS Discovery identifies active IP addresses within a domain. Network Discovery identifies active IP addresses and open ports within a network. Device audits Examine a single host, IP address, or domain name for open ports and vulnerabilities. Scanning standards Vulnerability scans are based on these standards: PCI standard Complies with credit card issuers by meeting the vulnerability scanning requirements of the Payment Card Industry (PCI) data security standard (DSS). Devices that process payment card information must be scanned and show compliance with this standard quarterly. Used for the PCI certification program. McAfee SECURE standard Meets the website security vulnerabilities audit requirements mandated by HIPAA, GRAMM-LEACH-BILEY, SARBANES-OXLEY, and other federal legislation. Used for the McAfee SECURE trustmark certification program. McAfee SaaS Endpoint Protection Product Guide 157

158 10 Using the SaaS Vulnerability Scanning Service Managing scan devices Severity levels for vulnerabilities Vulnerabilities can be assigned different levels of severity by the different standards. Because of this, it is possible for devices to be compliant with the McAfee SECURE standard but not the PCI standard, which has specific requirements developed for devices that process payment card data. Security level Description 5 (Urgent) Provide intruders with remote root or remote administrator capabilities. By exploiting these types of vulnerabilities, hackers can compromise the entire host. This category includes vulnerabilities that provide hackers full file-system read and write capabilities, and the ability for remote execution of commands as a root or administrator user. The presence of backdoors and Trojans also qualifies as an urgent vulnerability. 4 (Critical) Provide intruders with remote user capabilities, but not remote administrator or root user capabilities. Critical vulnerabilities give hackers partial access to file systems (for example, full read access without full write access). Vulnerabilities that expose highly sensitive information also qualify as critical vulnerabilities 3 (High) Provide hackers with access to specific information stored on the host, including security settings. These vulnerabilities could result in potential misuse of the host by intruders. Examples include partial disclosure of file contents, access to certain files on the host, directory browsing, disclosure of filtering rules and security mechanisms, susceptibility to denial of service (DoS) attacks, and unauthorized use of services (such as mail relaying). 2 (Medium) Expose some sensitive information from the host, such as precise versions of services. With this information, hackers could research potential attacks to try against a host. 1 (Low) Informational, such as open ports. Manual and scheduled scans You can run scans on demand (they are queued and completed within 24 hours of the time you configure them) or schedule them to occur daily, weekly, or monthly. Manual scans are available to test vulnerabilities identified in a previous scan that you have taken steps to resolve. These include non-invasive and "full exploit" scans. If your subscription includes a certification program, you must comply with the scan frequency requirements of the program. Managing scan devices Use these tasks to set up and manage the devices on which you want to run vulnerability scans. 158 McAfee SaaS Endpoint Protection Product Guide

159 Using the SaaS Vulnerability Scanning Service Managing scan devices 10 s Discovering IP addresses in a domain on page 159 The DNS Discovery tool identifies active IP addresses associated with a domain. Discovering IP addresses in a network on page 159 The network discovery tool identifies which IP addresses within a network (a specified range of IP addresses) are active. Adding devices to scan on page 160 Use this task to add devices you want to scan. Devices can be IP addresses, domains, or networks that you want to scan. Configuring devices to accept scans on page 161 Use this task to configure devices to accept communications from the IP addresses where vulnerability scans originate. Creating device groups on page 161 Optionally, use this task to create groups and add devices to a group. Changing device groups on page 162 If you have already assigned devices to groups, use this task to move devices in and out of existing groups. Deleting devices on page 162 Use this task to delete devices from your account. Discovering IP addresses in a domain The DNS Discovery tool identifies active IP addresses associated with a domain. Use this task to identify the IP addresses that you need to scan. 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Discovery, select DNS. 4 On the DNS Discovery page, select an action. If you want to... Add a domain to run discovery on Run a discovery scan (if you have already added a domain) View results of a discovery scan (if you have already run one) Delete a domain that you added Do this... Under Add a Domain for DNS Discovery, type a domain name, select the checkbox to agree to the terms, and click Add. If no date appears in the Last Scanned column, select Not Scanned Yet, select options for the scan, then click Confirm. If a date appears in the Last Scanned column, select the domain name to display results of the last discovery scan. Click the red X in the right column of the Domain table. Discovering IP addresses in a network The network discovery tool identifies which IP addresses within a network (a specified range of IP addresses) are active. Use this task to identify the active IP addresses you need to scan within a range of IP addresses. McAfee SaaS Endpoint Protection Product Guide 159

160 10 Using the SaaS Vulnerability Scanning Service Managing scan devices 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Discovery, select Networks. 4 On the Discovery page, select an action: If you want to... Add a network or subnet View detailed information for a network (if you have already added one) View reports Do this... Click Add Network, enter the name you would like to use and the IP address information, then click Add. Follow the approval instructions to complete the add process. Select the IP address to display information for. Then select Overview, Scans, History, or Configure to access specific types of information. At the top of the page, select Reports, then specify options for the report you want to view. Adding devices to scan Use this task to add devices you want to scan. Devices can be IP addresses, domains, or networks that you want to scan. 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Audits, select Devices. 4 On the top portion of the page, click Add Device. 5 On the Add Device page, select an option for Service Level. This specifies the type of device and which set of standards the scans will be based on. Select this option... Devices McAfee SECURE Devices PCI For scans that... Meet the website security vulnerabilities audit requirements mandated by HIPAA, GRAMM-LEACH-BILEY, SARBANES-OXLEY, and other federal legislation. Select this option if your subscription includes trustmark certification. Comply with credit card issuers by meeting the vulnerability scanning requirements of the Payment Card Industry (PCI) data security standard. Select this option if you are scanning devices involved with processing credit card information, or if your subscription includes PCI certification. 6 Type a domain name or IP address. For domain names, " is not required, but "www" is required if applicable. For example, to add the domain name enter McAfee SaaS Endpoint Protection Product Guide

161 Using the SaaS Vulnerability Scanning Service Managing scan devices 10 7 Select how often you want scans to occur. Select this option... OnDemand Daily Weekly Monthly Quarterly When you want to... Run scans manually whenever you want them. Either service level supports this option. Run scans every day. The Devices McAfee SECURE service level supports this option. Run scans once a week. The Devices McAfee SECURE service level supports this option. Run scans once a month. The Devices McAfee SECURE service level supports this option. Have McAfee perform a scan for each device every three months. The Devices PCI service level supports this option. 8 Click Continue, select both acknowledgment checkboxes, then click Add Device. 9 In the Scan Approval list, select the IP addresses or domain names for which you want to approve scans, select both checkboxes under Terms of Service, enter the characters displayed in the Verification area, then click Activate. If you selected OnDemand in step 7, no scan is performed for the devices you have just added until you initiate one. If you selected a different option, McAfee begins a scan within 24 hours and notifies you by when it is complete. Configuring devices to accept scans Use this task to configure devices to accept communications from the IP addresses where vulnerability scans originate. This enables scans to be performed on devices that are protected by intrusion prevention methods such as a hardware or software firewall. If you receive an incomplete scan error message, the mostly likely cause is that the IP address originating the scan was blocked. Use this procedure to resolve the error, or talk to your IT administrator. 1 Obtain the list of IP addresses from one of these sources: Check the most current listing at (accessible from the SaaS vulnerability scanning portal). Sign up for the RSS feed at 2 Follow the instructions provided in the documentation for your intrusion prevention method, or give this list to your IT administrator. Creating device groups Optionally, use this task to create groups and add devices to a group. If your account contains a lot of devices, you can organize them into groups to manage them more easily. Assign devices to groups based on type, business function, geographic location, or any criteria that is meaningful to you. Groups can be used to drive audit schedules, alerting, remediation activities, and reporting. To place all devices that meet specific criteria into a group, click the Use Wizard button at the bottom of the Add Device Group page. McAfee SaaS Endpoint Protection Product Guide 161

162 10 Using the SaaS Vulnerability Scanning Service Managing scan devices 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Audits, select Devices. 4 On the Devices page, select the checkbox next to one or more device names, then at the bottom of the page, in the Perform on Checked drop-down list, select Add To New Group. 5 On the Device Groups page, click Add Group. 6 On the Add Device Group page, type a name for the group. 7 Under Devices In Group: Select a device from the Not In Group list, then click Add to add the device to the group. Select a device from the In Group list, then click Remove to remove the device from the group. 8 Under Users With Access, repeat step 6. 9 Click Save to create the group and display the Device Groups page. The new group appears in the list. Changing device groups If you have already assigned devices to groups, use this task to move devices in and out of existing groups. 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Audits, select Devices. 4 On the Device Groups page, for the group you want to reconfigure, click the Configure Group icon on the right side of the group table. 5 Under Devices In Group: Select a device from the Not In Group list, then click Add to add the device to the group. Select a device from the In Group list, then click Remove to remove the device from the group. 6 Click Save to return to the Device Groups page. 7 Repeat steps 3-5 for each group you want to reconfigure. Deleting devices Use this task to delete devices from your account. 162 McAfee SaaS Endpoint Protection Product Guide

163 Using the SaaS Vulnerability Scanning Service Performing scans 10 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Audits, select Devices. 4 Select a device using one of these methods: On the Devices page, click the device name. On the Device Groups page, click the name of the group containing the device, then on the Devices page, click the device name. A page listing details about the selected device is displayed. 5 Click Configure, then click the Delete tab. 6 Enter the reason for deleting the device, select the checkbox to acknowledge that you understand what happens when a device is deleted, then click Request. It takes about an hour for the device to be deleted from your account. Deleting a device permanently deletes all related security data including vulnerability reports. This data cannot be restored. Performing scans Use these tasks to set up and run vulnerability scans on devices you have added to your account. s Starting a scan on page 163 Use this task to set up a vulnerability scan to run in the next 24 hours for an IP address, domain, or network. Scheduling scans for devices on page 164 Use this task to configure scans to be performed once or on a recurring basis. Starting a scan Use this task to set up a vulnerability scan to run in the next 24 hours for an IP address, domain, or network. 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Security, select Scans. McAfee SaaS Endpoint Protection Product Guide 163

164 10 Using the SaaS Vulnerability Scanning Service Performing scans 4 From the Security Scans page, click On Demand. For each type of scan, the devices you have added to your account are listed. IP addresses are listed under Audit. (You can filter the listing by selecting a group from the top drop-down list.) Networks are listed under Port Discovery. Domains are listed under DNS Discovery. 5 Select the devices to scan in a single category, then select Next. You can set up only one type of scan at a time. Click the Next button that appears directly under the device listing to continue setting up that type of scan. 6 If you are configuring an audit, select the type of audit from the drop-down list. Hack Simulation Runs the standard device audit. Denial of Service Adds extra tests. Retest Current Runs the last test that ran previously. Use this to retest and verify that vulnerabilities previously reported have been resolved. Selecting Denial of Service adds tests that might bring down a server. We recommend selecting this option during times when users are not accessing network resources. 7 Select a date and time for the scan, then click Confirm. Scheduling scans for devices Use this task to configure scans to be performed once or on a recurring basis. You cannot select specific times for scans to be performed. In general, scans run at various random times on different devices. To minimize impact on network traffic, scans are not run on multiple devices at the same time. 1 Open the SaaS vulnerability scanning portal (click the link in the SaaS Vulnerability Scanning/PCI Certification widget on the Dashboard page of the SecurityCenter). 2 In the portal, click the Security tab to display the Security Dashboard page. 3 Under Audits, click Devices. 4 Select a device using one of these methods: On the Devices page, click the device name. On the Device Groups page, click the name of the group containing the device, then on the Devices page, click the device name. (This page appears if you have set up device groups.) A page listing details about the selected device is displayed. 5 Click Configure. 6 If you are configuring a Device Audit, for Audit Period on the General tab, select an entry from the drop-down list. Options are OnDemand, Daily, Weekly, Monthly, and Quarterly. 164 McAfee SaaS Endpoint Protection Product Guide

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